Connect Salesforce to Clientary

When something happens in Salesforce, 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

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Examples

Ways Notis can move work from Salesforce to Clientary

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Add Salesforce Leads to Clientary

Create a Clientary lead when a new lead arrives in Salesforce, keeping prospect intake together for follow-up.

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Add New Salesforce Contacts to Clientary

Create a Clientary contact for each new Salesforce Contact so client relationship details are easier to find.

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Create Clientary Clients from Salesforce Accounts

Create a Clientary client when a Salesforce Account is created or updated, using the account details available in the event.

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Start Clientary Projects from Won Opportunities

When a Salesforce Opportunity changes, have Notis create a Clientary project for opportunities identified as won.

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Turn Completed Salesforce Tasks into Clientary Follow-ups

Create a Clientary task when a Salesforce Task is completed, so the next action can be captured in delivery workflow.

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Reflect Salesforce Contact Changes in Clientary Client Details

Use Salesforce Contact updates to refresh relevant details on the associated Clientary client record when the record can be identified.

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Create Clientary Review Tasks for Salesforce Record Changes

Watch a chosen Salesforce object and create a Clientary review task when monitored record details change.

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Review Salesforce Lead Coverage in Clientary

On a schedule, compare available Salesforce lead data with Clientary leads and summarize gaps for a focused review.

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Capture Submitted Expenses in Clientary

Start from an HTTP request and create a Clientary expense using the submitted amount and available expense details.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Clientary. A trigger fires from one place; an action lands in another.

Salesforce triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

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 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.

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

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

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.

Row insertedValue > limitQuery match

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.