Move won opportunities toward project setup
When an opportunity is marked won in Salesforce, start a Clientary project without another manual handoff.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
A won deal can sit in sales records while someone still needs to remember to set up delivery work.
- Reduce the delay between sale and project setup
- Make the sales to delivery handoff more reliable
- Spend less time re-entering opportunity details
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: when an updated Salesforce Opportunity is identified as won from its available details, create a Clientary project with the available name and rate information.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real won Opportunity.
Questions about this workflow
Does the trigger only run for won deals?
The Salesforce event fires for new or updated Opportunities. Tell Notis to create the project only when the available Opportunity details indicate it is won.
What if the rate is not present?
The Clientary Create Project action requires a rate. Supply a default rate in your instruction if Salesforce does not provide one.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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