Find project-ready engagements and set them up in Clientary
Make project setup part of an intentional engagement review. Notis can identify records that meet your rule and create Clientary projects using the name and rate in the record.
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
Project setup can lag behind a ready engagement when records are reviewed inconsistently and details must be copied by hand.
- Create a steady path from engagement review to project setup.
- Reduce repeat entry for project name and rate.
- Apply a clear rule to project-ready records.
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 the project-start criteria and ask Notis to create a Clientary project from each matching record using its 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 engagement.
Questions about this workflow
What are the minimum project details?
The action requires a project name and rate. Include both in the record or the automation instruction.
Can Notis decide that an engagement is ready?
Only from a status or criteria that the record provides or you define.
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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