Make missing signatures actionable
When a document review identifies a missing signature, put the follow-up into Clientary while the issue is in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Unsigned paperwork can quietly block work when no one records who needs to follow up.
- Turn a document status into a named next action.
- Reduce repeat checking for signature progress.
- Keep the follow-up visible with other work.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once in the portal.
- 2Create a new automation or ask Notis in plain language.
- 3In one prompt, ask Notis to create a Clientary task when a missing-signature request arrives, using the supplied document and contact context.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one document known to need a signature and inspect the task.
Questions about this workflow
Does Notis monitor signature status by itself?
No. A connected process must send the missing-signature status to the Notis webhook.
Can it specify the person to contact?
Include the contact context in the request and ask Notis to include it in the task details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ComPDF to Clientary. A trigger fires from one place; an action lands in another.
ComPDF 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.
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.
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.
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.
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.
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.
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.
ComPDF and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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