Keep task context current when meeting details change
When the plan changes, refresh the matching Clientary task so the details you need stay in one place.
Trigger
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
Action
Update Task
Tool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date. All fields except ID are optional.
Why this helps
A task can keep old meeting instructions after the event details have changed.
- Keep task instructions aligned with current event details
- Avoid checking multiple places for the latest plan
- Reduce confusion caused by stale meeting context
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 which changed event fields should refresh the related Clientary task, and how to identify that task.
- 4Pick the Google Calendar Event Updated trigger and choose where run reports should go.
- 5Test with one real event detail change and review the task.
Questions about this workflow
Can every event change update the task?
The trigger reports the specific fields that changed. Tell Notis which changes matter and which task content should be refreshed.
What makes a task identifiable?
Use a reliable reference in the event or task details, such as an event ID or matching project and meeting title.
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.
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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
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.
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.
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.
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.
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).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
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).
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.
Google Calendar and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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