Connect AnyDB to Clientary
When something happens in AnyDB, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from AnyDB to Clientary
Turn an AnyDB inquiry into a Clientary lead
When an AnyDB form or intake record arrives by webhook, create a Clientary lead with the supplied company and contact details.
Create Clientary follow-up tasks from AnyDB
On a recurring schedule, review the AnyDB records you identify as needing follow-up and create corresponding Clientary tasks.
Add AnyDB client contacts to Clientary
Use an AnyDB webhook to start contact creation in Clientary for a contact belonging to a specified client.
Record reviewed AnyDB expenses in Clientary
On a schedule, review expense records in AnyDB and create Clientary expenses for entries approved by your stated criteria.
Create Clientary clients from AnyDB company records
When an AnyDB company record reaches Notis by webhook, create a Clientary client from the supplied company details.
Set up Clientary projects from AnyDB engagements
On a recurring schedule, review qualifying AnyDB engagement records and create Clientary projects with the supplied name and rate.
Create Clientary invoices from AnyDB billing requests
Start an invoice workflow from an AnyDB webhook record containing the required invoice dates and currency.
Create Clientary review tasks for stale AnyDB records
Have Notis review AnyDB records on a schedule and create Clientary tasks for records that meet your stated stale-record criteria.
Turn AnyDB work requests into Clientary tasks
Receive a work request through an AnyDB webhook and create a Clientary task with the supplied title and optional project or client context.
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Clientary. A trigger fires from one place; an action lands in another.
AnyDB triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect AnyDB and Clientary
Connect any two apps with Notis in the middle.
AnyDB and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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