Create Clientary clients from task briefs
Capture a client brief once and create a clean client record automatically.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Action
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.
Why this helps
Contact and company details copied from task notes are easy to mistype or lose.
- Speed up intake
- Reduce data entry errors
- Keep prospect details organized
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Clientary in Notis.
- 2Create an automation named Create clients from briefs.
- 3Tell Notis to create a Clientary client only when the task includes sufficient company and contact details.
- 4Pick the Google Tasks New Task Created trigger and a report channel.
- 5Test with one structured brief task.
Questions about this workflow
What happens when details are incomplete?
Ask Notis to report missing fields and leave Clientary unchanged.
Can it avoid duplicate clients?
Ask Notis to check existing Clientary clients before creating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Clientary. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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