Connect Clientary to Todoist
When something happens in Clientary, Notis takes the next step in Todoist. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Clientary to Todoist
Turn sent Clientary proposals into follow-up tasks
Create a Todoist reminder when a Clientary proposal is sent, so the next client touchpoint stays visible.
Start client onboarding from a Clientary client record
Turn a newly created Clientary client into a Todoist onboarding task with the context needed to begin smoothly.
Create a gentle invoice follow-up task
When a Clientary invoice needs attention, add a dated Todoist task to prompt a timely payment check-in.
Give every new Clientary project a kickoff task
A new Clientary project can create a Todoist kickoff task so the first project action is easy to find.
Review logged project hours before billing
When hours are logged in Clientary, create a Todoist review task to help keep billing and project tracking current.
Review open Clientary proposals each week
A weekly Todoist task prompts a quick review of open Clientary proposals and the next helpful client touchpoint.
Prepare for month-end time review
A recurring Todoist task reminds you to review Clientary project hours before month-end billing work piles up.
Check project hours before the week closes
Schedule a Todoist task to review Clientary hours at the end of each week while work details are fresh.
Plan client touchpoints for the week
A weekly Todoist task prompts a scan of Clientary clients and the conversations that need a next touchpoint.
Supported Triggers and Actions
Notis builds workflows that link Clientary to Todoist. A trigger fires from one place; an action lands in another.
Clientary triggers
Todoist actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Workspace
Tool to create a new workspace in todoist. use when you need a separate workspace to organize projects. generates uuid and temp id automatically.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Close Task
This tool marks an existing task as completed in todoist. it requires the `task id` of the task to be closed.
Create Comment
Tool to create a new comment in todoist. use when you need to add a note to a specific task or project after confirming its id.
Create Label
Creates a new label.
Create Project
Creates a new project in todoist.
Create Section
Tool to create a new section within a specific project. use when you need to group tasks under a new heading in a project.
Create task
Create a new task in todoist. this action allows users to create tasks with various parameters including content, due dates, priority, and more. the task can be created in a specific project, section, or as a subtask of another task.
Delete Label
Tool to delete a specific label. use when you need to permanently remove an unused label by its id after confirming it's not in use. example: "delete label with id 2298391482".
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Clientary and Todoist
Connect any two apps with Notis in the middle.
Clientary and Todoist, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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