Give urgent AnyDB requests an immediate task
When a request is marked urgent in AnyDB, Notis can create its Clientary task from the record so the next action is visible sooner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Urgent requests are especially easy to lose when they still need to be manually copied into the team's task system.
- Create a visible task when an urgent request arrives.
- Use the urgency indicator already present in the record.
- Carry over available task context without retyping.
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 for incoming records marked urgent, using the supplied title and any project or assignee details.
- 4Choose the notis_webhook trigger and configure AnyDB to send urgent request records to the webhook URL.
- 5Choose a report channel and test with one real urgent request.
Questions about this workflow
How does Notis identify urgency?
The incoming record needs an urgency status or label that your instruction identifies.
Can the task include an assignee?
Yes, if a clear assignee is included in the record or 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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