Start delivery from the approved statement of work
When scope is approved, make project setup the next easy step instead of another round of copying details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Approved scopes can remain disconnected from delivery tracking, making kickoff slower than it needs to be.
- Reduce delay between approval and project tracking.
- Keep project setup aligned with the reviewed scope.
- Give delivery work a clear home for time and expenses.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once in the portal.
- 2Create an automation through the portal or ask Notis in conversation.
- 3Ask Notis in one prompt to create a Clientary project when an approved statement of work request arrives, using supplied project and rate details.
- 4Select an incoming webhook trigger and choose a report channel.
- 5Test with one approved statement of work and review the project.
Questions about this workflow
Can this create a project before approval?
Configure the upstream sender to call the webhook only after approval.
What if the project rate is uncertain?
Ask Notis to flag missing or ambiguous rate details rather than guessing.
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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