Turn a Notion prospect into a Clientary lead
Create a Clientary lead when a prospect is added to your Notion pipeline, so new opportunities have a clear home for follow-up.
Connect Notion to Clientary
When something happens in Notion, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Fires when a new comment is created in the accessible workspace.
Do this · Action
Creates a new client record.
Examples
Ways Notis can move work from Notion to Clientary
Create a Clientary client from an approved Notion account
When an account moves into your approved-client database, create its Clientary record without repeating the setup by hand.
Add Notion client contacts to Clientary
Create a Clientary contact when a new contact page is added to your Notion client-contact database.
Create Clientary projects from Notion briefs
Create a Clientary project when a new project brief lands in your Notion delivery database.
Turn Notion action items into Clientary tasks
Create a Clientary task when a new actionable item is added to your Notion work queue.
Create a Clientary follow-up when Notion marks work ready
When a Notion page's properties change to indicate follow-up is ready, create a Clientary task to make the next action visible.
Convert Notion client comments into Clientary tasks
Turn a new comment on a specified Notion page into a Clientary task when comments there routinely contain client follow-ups.
Create Clientary follow-ups from updated meeting notes
When meeting-note content changes on a specified Notion page, ask Notis to create a Clientary task for a newly recorded client commitment.
Reflect project scope updates in Clientary
When project-page properties change, update the matching Clientary project with the newly approved scope details.
Supported Triggers and Actions
Notis builds workflows that link Notion to Clientary. A trigger fires from one place; an action lands in another.
Notion triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
TriggerScheduled
Create Client
Creates a new client record.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Create Contact
Creates a new contact for a client.
ActionInstant
Comment Created
Fires when a new comment is created in the accessible workspace.
TriggerInstant
Create Expense
Creates a new expense record.
ActionInstant
Database Created
Fires when a new database container is created.
TriggerInstant
Create Lead
Creates a new lead record.
ActionInstant
Data Source Created
Fires when a new data source is created in the workspace.
TriggerInstant
Create Invoice
Creates an invoice, optionally linked to a client.
ActionInstant
Data Source Schema Updated
Fires when a data source’s columns are added, removed, or renamed.
TriggerInstant
Create Project
Creates a new project for tracking client work, time, or expenses.
ActionInstant
Page Content Updated
Fires when the body content of an accessible page is updated.
TriggerInstant
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
ActionInstant
Page Created
Fires when a new page is created in the accessible workspace.
TriggerInstant
Create Project Hours
Logs hours worked on a project as a new time entry.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Notion and Clientary
Connect any two apps with Notis in the middle.
Notion and Clientary, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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