Move closed deals into project setup
A deal reaching your won stage can kick off the project record in Clientary while the context is fresh.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Closed deals can sit between sales and delivery while someone manually starts the project record.
- Start delivery setup as soon as a deal closes
- Carry available deal context into the project name and description
- Reduce the chance of a sold engagement getting lost in handoff
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for closed deal setup.
- 3Tell Notis to create a Clientary project when a deal enters your won stage, using available deal details for its name and description.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and review the project details.
Questions about this workflow
Can Notis tell which stage means the deal is won?
State the exact won-stage name in your instruction so Notis knows when to create a project.
Does this set the project rate?
The Clientary action requires a project rate. Make sure your instruction or source data provides a rate, or have Notis skip project creation when it is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clientary. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.