Start new Jira projects in Clientary too
A new Jira project can prompt Notis to create its Clientary counterpart, ready for time tracking and client work.
Trigger
New Project
Triggered when a new project is added in Jira
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
Setting up the same project twice creates extra admin and can leave project details out of sync from the start.
- Avoid repeating initial project setup by hand.
- Carry the Jira project name into Clientary for easier recognition.
- Use a default rate and client association that you specify in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Jira and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Clientary project for each new Jira project, including the rate and any client association you want used.
- 4Choose Jira New Project as the trigger and select where run reports should go.
- 5Test with one real project and review the Clientary project details.
Questions about this workflow
Does Clientary provide the project rate from Jira?
The event description does not specify a rate. Include the rate to use in your instruction, or provide it in the project details Notis can use.
Can this automation associate a client?
You can include the intended client association in your instruction. Make sure Notis has enough information to identify that client.
Will existing Jira projects trigger it?
No. The event runs when a new Jira project is added.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Clientary. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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