Connect Confluence to Clientary
When something happens in Confluence, Notis takes the next step in Clientary. 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 Confluence to Clientary
Turn a new Confluence page into a Clientary client
Create a Clientary client when a structured client page is published in Confluence.
Send Confluence action items to Clientary
Create a Clientary task whenever a new Confluence task is assigned or recorded.
Convert a Confluence child page into a Clientary project
Create a Clientary project from a newly created child page beneath a chosen client or initiative page.
Keep Clientary project details aligned with Confluence
Update a Clientary project when its source Confluence page changes important delivery details.
Turn Confluence feedback into Clientary task updates
Use new inline page comments to update the matching Clientary task with clarified requirements or next steps.
Create Clientary follow-ups from Confluence footer comments
Create a Clientary task when a page footer comment contains a concrete follow-up or owner request.
Turn a Confluence sales post into a Clientary lead
Create a Clientary lead when a new Confluence blog post contains a qualified prospect or partnership opportunity.
Create a Clientary client from a labeled Confluence post
Create a Clientary client when a blog post receives a label reserved for approved accounts.
Create Clientary tasks from blog post review comments
Create a Clientary task when an inline comment on a Confluence blog post requests a concrete business action.
Supported Triggers and Actions
Notis builds workflows that link Confluence to Clientary. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
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
Automations
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 Confluence and Clientary
Connect any two apps with Notis in the middle.
Confluence and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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