Review Clientary clients after folder deletion
Turn structural cleanup into a deliberate account review.
Trigger
Folder Deleted
Triggers when a Folder is deleted.
Action
Update Client
Tool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All fields except ID are optional.
Why this helps
Deleting delivery structure can leave active client records without clear ownership.
- Catch orphaned client records
- Create a clear review trail
- Avoid accidental data loss
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Clientary once in the Notis portal.
- 2Create an automation named Deleted folder account review.
- 3Tell Notis to find the related Clientary client and prepare a review or safe partial update after a folder deletion.
- 4Pick the ClickUp Folder Deleted trigger and choose a report channel.
- 5Test with a noncritical folder deletion event.
Questions about this workflow
Does this delete the Clientary client?
No. Ask for a review or an explicit supported deletion action only when appropriate.
What if no client match exists?
Notis can report that no related Clientary client was found.
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.
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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.