Carry launch checklist steps into Clientary
Add a launch step to Notion and let Notis create the task that keeps it in view during delivery.
Trigger
Page Created
Triggers when a new Notion page is created. Customer optionally scopes with at most one of: - data_source_id: new row in this data source - parent_page_id: new sub-page under this page (immediate parent only) With neither set, fires for any new page in the workspace the integration has access to. Notion sends ~60s aggregation latency on most events.
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
Launch tasks can be left behind in a checklist when the team works from a separate client-delivery system.
- Make launch steps visible alongside client delivery work.
- Reduce copying between a planning checklist and task system.
- Keep operational next steps easier to track.
Setup
Build it in a few focused steps.
- 1Connect Notion and Clientary to Notis once through the portal.
- 2Create an automation prompt asking Notis to make a Clientary task from each new launch checklist subpage.
- 3Choose Page Created and scope it to the launch checklist parent page; choose a channel for reports.
- 4Add one real test subpage and confirm the Clientary task appears.
Questions about this workflow
Does this watch nested pages anywhere in Notion?
Page Created can be scoped to new subpages under a specified parent page.
Can it create tasks for only actionable checklist items?
State in the prompt that only actionable launch steps should become Clientary tasks.
When this happens · Trigger
Do this · Action
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.
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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
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.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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.
Notion and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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