Create Clientary clients from ClickUp tasks
Stop retyping new customer details between project management and billing.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
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 client information gets buried in task descriptions and takes time to enter twice.
- Reduce duplicate data entry
- Start billing records sooner
- Keep customer intake consistent
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Clientary once in the Notis portal.
- 2Create an automation named New client intake.
- 3Tell Notis to create a Clientary client from qualifying new ClickUp tasks and extract available company and contact details.
- 4Pick the ClickUp Task Created trigger and choose a report channel.
- 5Test with one real intake task.
Questions about this workflow
Which tasks should create clients?
Tell Notis how to recognize intake tasks, such as a list, tag, or wording pattern.
What if the task lacks contact details?
Notis can create only the record supported by the task and report missing information for follow-up.
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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