Turn AnyDB engagements into Clientary projects
Convert ready-to-start engagements into projects without rebuilding the setup by hand. Notis can use your scheduled review and the project name and rate supplied in AnyDB.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project
Creates a new project for tracking client work, time, or expenses.
Why this helps
A signed-off engagement can lose momentum while someone manually translates its details into a project workspace.
- Move approved engagements into project setup more quickly.
- Use one recurring review for project-ready records.
- Base project creation on explicit name and rate details.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, define project-ready records and ask Notis to create a Clientary project using the supplied name and rate.
- 4Choose the notis_cron trigger and set a recurring review schedule.
- 5Choose a report channel and test with one real project-ready record.
Questions about this workflow
What information does project creation need?
The Clientary action requires a project name and rate. Include those values in the AnyDB record or instruction.
Can Notis tell whether an engagement is approved?
Only when the approval signal is available in the record or described in your instruction.
When this happens · Trigger
Do this · Action
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.
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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