Make an AnyDB work request a Clientary task
Capture a new request once and give it a task in Clientary. Notis can use the request title and any provided project, client, or assignee details.
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
Work requests can be buried in database records when they do not quickly become visible, actionable tasks.
- Move incoming requests into a task queue quickly.
- Preserve project or client context when supplied.
- Reduce manual task creation and repeated context gathering.
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 work request, using its title and any supplied project, client, or assignee details.
- 4Choose the notis_webhook trigger and configure AnyDB to send eligible requests to the webhook URL.
- 5Choose a report channel and test with one real work request.
Questions about this workflow
What can the task include?
The task requires a title. You can also provide project, client, or assignee context in the source record.
Does the workflow support client context?
Yes. The v2 task action can optionally associate a task with a project, client, or assignee when the relevant details are provided.
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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