Create Clientary clients from new ClickUp folders
Start account setup from the folder that organizes the relationship.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
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.
Why this helps
New accounts need a billing record after delivery structure is created.
- Start account setup earlier
- Use consistent intake rules
- Reduce missed client records
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Clientary once in the Notis portal.
- 2Create an automation named Folder based client intake.
- 3Tell Notis to create a Clientary client only for folders matching your confirmed account rule and use available details.
- 4Pick the ClickUp Folder Created trigger and choose a report channel.
- 5Test by creating one confirmed account folder.
Questions about this workflow
How can confirmed folders be identified?
Describe the folder naming convention or surrounding workspace context.
What if details are incomplete?
Notis can create the supported record and report missing fields.
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
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