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Make failed GitHub checks visible in Clientary

When a check fails, give the investigation a clear home in the client project.

Trigger

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

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

A failed check can block delivery, but the issue may be overlooked when project follow-up happens outside GitHub.

  • Bring code delivery blockers into project tracking
  • Create a clear investigation step
  • Reduce the chance of a failed check being overlooked

Setup

Build it in a few focused steps.

  • 1Connect GitHub and Clientary once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, describe which failed check conclusions should create an investigation task and what details it should include.
  • 4Pick GitHub's Check Run Status / Conclusion Changed trigger and choose where run reports should go.
  • 5Test with one real failed check and confirm the task gives enough context to investigate.

Questions about this workflow

Will a task be created when a check starts running?

The event includes status and conclusion changes. Tell Notis to create a task only when the check reaches a failure conclusion.

Can it assign the task to a developer?

Ask for an assignee only when the GitHub event or available context identifies a matching Clientary staff member. Provide a reliable identity match if needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Clientary. A trigger fires from one place; an action lands in another.

GitHub triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

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.

ActionInstant

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

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.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

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.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

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.

ActionInstant

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

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.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

GitHub and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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