Make client requests actionable in Clientary
Give each incoming client request a place in the work queue. Notis can create a Clientary task from the request title and carry over the client or project details the record provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task (v2)
Creates a task, optionally linked to a project, client, or assignee.
Why this helps
Client requests get lost between intake and execution when someone has to manually turn each one into a task.
- Move requests into a visible work queue.
- Keep client and project context with the task when supplied.
- Cut the manual intake step between request and action.
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, ask Notis to create a Clientary task from each incoming client request using its title and supplied client, project, or assignee context.
- 4Choose the notis_webhook trigger and configure AnyDB to send client requests to the webhook URL.
- 5Choose a report channel and test with one real client request.
Questions about this workflow
Can this attach a request to a client?
Yes, when the AnyDB record supplies a clear client reference.
Will Notis choose an assignee?
Only if the record or instruction provides one. The workflow should not invent an owner.
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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