Turn written commitments into visible next steps
Let Notis turn a commitment pulled from a scope document into a task, before it gets lost in a long file.
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
Important actions in briefs are easy to miss when they are mixed into dense project documents.
- Give a concrete commitment a place in the task list.
- Lower the effort required to translate documents into action.
- Keep project follow-through visible.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once in the portal.
- 2Create an automation in the portal or tell Notis what you want in conversation.
- 3Use one prompt asking Notis to create a Clientary task for each clear action item supplied with a document intake request.
- 4Choose an incoming webhook trigger and select the channel for run reports.
- 5Test with one scope document and review the task title and context.
Questions about this workflow
Should every sentence create a task?
No. Keep the prompt focused on explicit, actionable commitments and have Notis flag ambiguous items for review.
Can the task be attached to a project?
Ask Notis to use project context included in the request when available.
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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