Review Clientary client records weekly
Keep your client list trustworthy with a short weekly check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting.
Why this helps
Missing details and stale records create friction during billing and delivery.
- Improve record quality
- Find missing details sooner
- Reduce future admin
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis.
- 2Create an automation named Weekly client record review.
- 3Tell Notis to list stale or incomplete clients and summarize recommended follow ups.
- 4Pick a weekly cron schedule.
- 5Choose a report channel and test with the current client list.
Questions about this workflow
What counts as stale?
Define a time window or signals such as old modification dates and inactive engagement.
Will it edit records automatically?
No. This workflow produces a review unless you add a separate update instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Clientary. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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