Connect Outlook to Clientary
When something happens in Outlook, 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
Do this · Action
Ways Notis can move work from Outlook to Clientary
Turn New Outlook Emails into Clientary Clients
Review each new Outlook message and create a Clientary client when it contains a clear new business relationship.
Convert Outlook Inquiries into Clientary Leads
Classify incoming Outlook messages and create a Clientary lead for each credible sales opportunity.
Add New Outlook Contacts to Clientary
When a contact is added in Outlook, create a matching contact in the appropriate Clientary client account.
Turn New Outlook Meetings into Clientary Projects
Use newly created Outlook calendar events to create Clientary projects for confirmed client work.
Create Clientary Tasks from New Outlook Events
Create a Clientary task from a qualifying Outlook calendar event so preparation and follow-up are visible.
Update Clientary Tasks When Meetings Change
When an Outlook event changes, update the related Clientary task with the latest timing or status context.
Send Clientary Invoice Messages from Outlook Follow-Up
Review sent Outlook messages and send a Clientary invoice message when the email confirms a billing follow-up is due.
Turn Outlook Requests into Clientary Tasks
Extract actionable requests from new Outlook messages and create Clientary tasks with useful context.
Create Clientary Clients from Email Signatures
Use new Outlook messages to identify company and contact details from signatures and create a Clientary client record.
Supported Triggers and Actions
Notis builds workflows that link Outlook to Clientary. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
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 recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
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.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
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.
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:
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
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Inbox
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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.
More ways to connect Outlook and Clientary
Connect any two apps with Notis in the middle.
Outlook and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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