Turn an Asana kickoff into a Clientary project
When work reaches your kickoff section, give it a home in Clientary for time, expenses, and client work.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Why this helps
Approved work can sit in a project board while someone still has to remember to set up its tracking project.
- Reduce the gap between kickoff and project tracking.
- Use task context to inform the new project.
- Avoid remembering a separate project setup step.
Setup
Build it in a few focused steps.
- 1Connect Asana and Clientary once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create a Clientary project using the moved Asana task details and the appropriate project rate when available.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task moved into the intended kickoff section.
Questions about this workflow
Can the workflow choose a rate automatically?
Ask Notis to use a rate only when it is available in the task context or otherwise supplied in your instruction. The event description does not specify a rate field.
Does the automation watch a particular section?
Choose the Task Moved to Section event and describe the intended kickoff section in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Clientary. A trigger fires from one place; an action lands in another.
Asana triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
New Task Created
Triggers when a new task is created in a project.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Task Updated
Triggers when a task is updated in a project.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Asana and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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