Make AnyDB planning actionable in Clientary
Move from planning to a visible next step. Notis can review the planning records you select and create Clientary tasks from actions clearly described in them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task (v2)
Creates a task, optionally linked to a project, client, or assignee.
Why this helps
Plans can remain passive notes when their next actions never make it into the team's task system.
- Turn clear next actions into assigned work objects.
- Give planning records a regular action review.
- Preserve project or client context when the source includes it.
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, identify planning records to review and ask Notis to create a Clientary task for each clearly stated next action, using supplied context.
- 4Choose the notis_cron trigger and set a recurring review schedule.
- 5Choose a report channel and test with one real planning record.
Questions about this workflow
Will Notis create tasks for vague ideas?
The instruction should ask for tasks only when a clear next action is present. Notis should not invent owners, dates, or scope absent from the record.
Can a task include project or client context?
Yes, the v2 task action supports optional project and client context when that information is included in the source.
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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