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Make table schema changes visible in Clientary

Column changes can affect how people and automations interpret a table. Turn each detected change into a review task.

Trigger

Table Schema Changed

Polling trigger that detects when a table's schema changes in Google Sheets. Monitors columns added/removed/renamed and inferred type/format changes. Uses snapshot-based diffing to compare schemas between polls.

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 renamed or retyped column can quietly break reporting expectations while the rest of the team assumes the table is unchanged.

  • Notice column additions, removals, and renames.
  • Make inferred type or format changes easier to review.
  • Keep schema follow-up visible in the work queue.

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Clientary once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis: When the table schema changes, create a Clientary task to review dependent reports and data assumptions, including available schema change details.
  • 4Pick Table Schema Changed for the relevant table and choose a report channel.
  • 5Test with one real schema change.

Questions about this workflow

What changes does the schema trigger detect?

It monitors columns added, removed, or renamed and inferred type or format changes, comparing schemas between polls.

Does it know which reports depend on the table?

No dependency list is specified by the trigger. Provide known dependencies in your instruction or ask the task assignee to review them.

Will this edit the table?

No. It creates a Clientary task to review the detected schema change.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Sheets 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

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

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

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

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

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

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

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

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

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

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

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

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

When this happens · Trigger

Do this · Action

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