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Notis

Know what to do when a key attendee declines

A declined RSVP may need a new time or a different contact. Capture that next step in Clientary.

Trigger

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current 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

A declined invitation can change a client plan without prompting a clear follow-up.

  • Surface important declines quickly
  • Give rescheduling follow-up a clear task
  • Keep attendee changes connected to client work

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Clientary once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create a Clientary task for declined responses from the attendees or event types you care about, including the response status and event summary.
  • 4Pick the Google Calendar Attendee Response Changed trigger and choose where run reports should go.
  • 5Test with one real declined RSVP and review the task.

Questions about this workflow

Will a task be created for every decline?

The trigger includes accepted, declined, and tentative changes. Tell Notis to act only on declined responses and specify which declines matter.

Can Notis reschedule the event?

No. This workflow creates a Clientary task for a person to follow up; the listed action events do not edit Google Calendar.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Calendar 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

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

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

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

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

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

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

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

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

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

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

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

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.

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

When this happens · Trigger

Do this · Action

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