Keep commitments visible after the DM ends
Use Notis to move a clear commitment from a Slack DM into Clientary, where it can stay visible alongside other work.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
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.
Why this helps
A promise made in a private message is easy to lose when attention shifts to the next conversation.
- Makes commitments easier to review in one place.
- Reduces the mental load of remembering verbal or chat promises.
- Preserves useful context from the original message.
Setup
Build it in a few focused steps.
- 1Connect Slack and Clientary to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Give Notis one instruction to create a Clientary task when a Slack DM contains a specific commitment or delegated next step.
- 4Select Direct Message Received and choose where to receive run reports.
- 5Test with a DM that states a real commitment clearly.
Questions about this workflow
Will this capture every promise in a DM?
Use the instruction to limit task creation to clear commitments or delegated next steps.
Can the task be assigned to someone?
Describe the assignee when the message identifies one, and review a test task to confirm the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Clientary. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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