Review Clientary project hours from a Todoist task
Request a project hours review in Todoist and receive the relevant Clientary time entries.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Project Hours
Tool to retrieve all time tracking entries logged against a specific project. Use when you need to fetch hour entries for a particular project, optionally filtering by billed or unbilled status.
Why this helps
Time reviews become a tedious search across projects and billing records.
- Spot unbilled work sooner
- Prepare billing reviews faster
- Reduce reporting friction
Setup
Build it in a few focused steps.
- 1Connect Todoist and Clientary in the Notis portal.
- 2Create an automation named Todoist project hours review.
- 3Tell Notis to list Clientary hours for the project identified in each new task and summarize billed or unbilled entries.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one project review task.
Questions about this workflow
Can I request only unbilled hours?
Yes. State that preference in the Todoist task so Notis can use the supported filter.
What identifies the project?
Use the project name or Clientary identifier in the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Clientary. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
Todoist and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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