Turn a Pipedrive deal into a ready Clientary project
Move from signed opportunity to delivery workspace without another setup task.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Project setup gets delayed after sales handoff, so teams lose momentum.
- Shorten sales handoff time
- Create consistent project records
- Give delivery work a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Clientary in Notis once.
- 2Create an automation describing how to create a Clientary project from each new deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report channel and test with one real deal.
Questions about this workflow
What if the deal lacks a rate?
Tell Notis to flag missing pricing in the run report instead of guessing.
Can this create projects for every deal?
Yes, or instruct Notis to create one only when the deal contains the qualification you require.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Clientary. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.