Look up a Clientary client from a new slide
Bring account context into the moment a slide needs it.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Client
Tool to fetch details for a specific client using its ID. Use when you need to retrieve complete information about a client from Clientary.
Why this helps
Teams pause to search Clientary manually while preparing or reviewing decks.
- Reduce context switching
- Speed account reviews
- Surface complete client context
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Clientary in Notis.
- 2Create an automation.
- 3Tell Notis to retrieve the matching Clientary client when a new slide asks for account context.
- 4Choose New Slide Added as the trigger.
- 5Select report delivery and test with a slide containing a client identifier.
Questions about this workflow
What does Notis return?
It can return the complete details available for the matched Clientary client.
What if there are several possible matches?
Notis should report the ambiguity and request a clearer identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Clientary. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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