Turn AnyDB follow-ups into Clientary tasks
Keep follow-ups from disappearing into a database. On a schedule, Notis can review relevant AnyDB records and create tasks in Clientary from the instructions and details you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Follow-up items can sit unnoticed when teams must remember to revisit a database and create a separate task by hand.
- Create a predictable review rhythm for follow-up records.
- Reduce repeated database checks and task entry.
- Keep task creation grounded in available record details.
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, describe which AnyDB records need follow-up and ask Notis to create a Clientary task for each; specify how to avoid repeats if record history is unavailable.
- 4Choose the notis_cron trigger and set a recurring schedule.
- 5Choose a report channel and test with one real follow-up record.
Questions about this workflow
Can Notis know which records are due for follow-up?
Only if the record contains the relevant status, date, or other criteria, or you supply the rule. Notis cannot assume hidden fields or history.
Does this workflow run when an AnyDB record changes?
No native AnyDB trigger is listed here. This workflow uses a Notis schedule to review records.
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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