Update Clientary projects from Drive file changes
Keep project status aligned with the files your team is actually working on.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.
Why this helps
Project records drift when delivery progress lives only in Drive.
- Improve project visibility
- Reduce status chasing
- Connect work artifacts to records
Setup
Build it in a few focused steps.
- 1Connect Google Super and Clientary once in Notis.
- 2Create an automation that interprets meaningful file updates and updates the matching Clientary project with concise status context.
- 3Pick File Updated as the trigger.
- 4Choose a report channel and test with one real delivery file.
Questions about this workflow
Can it ignore minor metadata edits?
Yes. Tell Notis to act only on substantive content or status changes.
How is the project matched?
Provide naming or folder conventions in the instruction for Notis to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Clientary. A trigger fires from one place; an action lands in another.
Google Super 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.
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.
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.
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 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.
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.
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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
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.
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.
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.
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 Super and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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