Turn a confirmed kickoff into a Clientary project
When a client confirms a project is starting, create its Clientary project record from the email details.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
A confirmed kickoff can sit in the inbox while project setup waits for someone to enter the details.
- Capture a clear project kickoff in Clientary.
- Avoid opening project records for tentative discussions.
- Identify missing project name or rate for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a Clientary project when a new Gmail message confirms a project is starting and includes a project name and rate; report missing required details or unclear client association.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real kickoff email and review the project record.
Questions about this workflow
Will a tentative project discussion create a project?
Describe the trigger condition as a clear confirmation that the project is starting, so tentative discussions are not treated as kickoffs.
What if the email does not include a rate?
The Clientary project action requires a rate. Have Notis report the missing rate so you can supply it before creating the project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Clientary. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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