Create a Clientary client from a Confluence page
Stop retyping client details between your knowledge base and billing system.
Trigger
New Page Created
Triggers when a new page is created in Confluence. Optionally filters by space or status.
Action
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.
Why this helps
New client information gets buried in documentation and never reaches Clientary.
- Reduce duplicate data entry
- Start client work faster
- Keep onboarding records consistent
Setup
Build it in a few focused steps.
- 1Connect Confluence and Clientary in Notis.
- 2Create an automation and describe how to extract client details from each new page.
- 3Pick New Page Created as the trigger.
- 4Choose a report channel, then test with one real client page.
Questions about this workflow
Can Notis handle different page layouts?
Yes. Tell Notis which headings or text patterns identify the company and contact details.
What if a page lacks a required detail?
Notis can report the missing information instead of creating an incomplete record.
When this happens · Trigger
Do this · 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.
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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