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Notis

Keep Clientary tasks current after comment edits

Corrections made in ClickUp can reach the client work record quickly.

Trigger

Task Comment Updated

Triggers when an existing comment on a task is edited. `changes[]` carries one `CommentChange` entry whose `comment` field is the comment in its updated form.

Action

Update Task

Tool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date. All fields except ID are optional.

Why this helps

Edited instructions leave duplicate or outdated details in client task systems.

  • Reduce stale instructions
  • Keep corrections visible
  • Limit duplicate follow-up

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Clientary once in the Notis portal.
  • 2Create an automation named Comment correction sync.
  • 3Tell Notis to update the matching Clientary task only when an edited comment contains a clear instruction or correction.
  • 4Pick the ClickUp Task Comment Updated trigger and choose a report channel.
  • 5Test with one edited comment containing a real correction.

Questions about this workflow

Will casual comment edits update tasks?

Require explicit instruction language or a marker in the automation prompt.

What if the task cannot be matched?

Notis can report the comment and missing Clientary task link.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Clientary. A trigger fires from one place; an action lands in another.

Clickup triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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