Turn confirmed planning notes into Clientary projects
Convert a clear planning decision into a workspace your delivery team can use.
Trigger
New Note Received Trigger
Triggered when a new note 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 plans remain trapped in sales notes after scope decisions are made.
- Start delivery from confirmed context
- Reduce handoff repetition
- Keep scope easier to find
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Clientary in Notis once.
- 2Create an automation instructing Notis to create a project only when a note confirms planning or scope.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with one planning note.
Questions about this workflow
Will exploratory notes create projects?
No, if your instruction limits creation to notes with confirmed planning details.
What if the rate is not in the note?
Ask Notis to flag the project for a rate decision.
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
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