Create Clientary clients from Trello intake cards
Capture a new customer once in Trello and let Notis prepare the Clientary record.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
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.
Why this helps
Copying intake details between Trello and Clientary creates duplicate entry and missed follow-up.
- Reduce duplicate data entry
- Start client onboarding faster
- Keep intake and billing records aligned
Setup
Build it in a few focused steps.
- 1Connect Trello and Clientary in Notis once.
- 2Create an automation in Automations with a clear name and prompt.
- 3Tell Notis to create a Clientary client from each new Trello intake card and flag missing details.
- 4Pick the Trello New Card trigger and choose a report channel.
- 5Test with one real intake card.
Questions about this workflow
What information should the Trello card include?
Include the company name, primary contact, email, and any details needed to identify the client.
What happens when details are missing?
Notis can report the missing information instead of creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Clientary. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Clientary.