Keep client delivery reviews attached to new pull requests
A new pull request can trigger the review or handoff your client project needs next.
Trigger
New Pull Request Created
Triggers when a new pull request is created in GitHub, matching the optional configured filters. Emits an event for each newly created pull request. Supports filtering by repository, owner/organisation, author, assignee, label, state, base branch, head branch, and draft status.
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
Pull requests move quickly, while client review and delivery coordination often happen elsewhere and can fall behind.
- Create a visible next step for client delivery
- Keep pull request context near project work
- Make review handoffs easier to track
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 new pull requests need a Clientary task and what review or handoff it should capture.
- 4Pick GitHub's New Pull Request Created trigger and choose where run reports should go.
- 5Test with one real pull request and confirm the task describes a concrete next step.
Questions about this workflow
Can this create tasks only for certain pull requests?
Use the trigger's available repository, branch, author, label, assignee, state, or draft filters where relevant, and describe the intended work in your instruction.
Will it know which Clientary project to use?
Only if the pull request or available context identifies the project. Include a reliable way to identify the Clientary project in your instruction.
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.
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 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.
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.
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.
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.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
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.
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.
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.
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.
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.
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.
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.
GitHub and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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