Give proposal follow-up a regular review point
Create a recurring task that reminds you to check proposal follow-ups and capture the next action in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Proposal follow-up can fade between busy workdays when there is no reliable review prompt.
- Set a predictable point to review open proposal follow-ups
- Keep the review action visible in Clientary
- Reduce the mental load of remembering a recurring check
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal follow-up review.
- 3Tell Notis to create a Clientary task reminding you to review proposal follow-ups and specify the recurring timing.
- 4Pick a Notis schedule trigger and choose where run reports should go.
- 5Test once and confirm the task title and reminder are useful.
Questions about this workflow
Can this task include a list of open proposals?
The Clientary action creates a task. Include proposal details in the prompt or available context if you want the task to mention specific proposals.
How often will the task be created?
Choose the recurring schedule when setting up the Notis cron trigger.
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
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