Update Clientary projects from Trello card updates
Approved changes in Trello can keep project details accurate in Clientary.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Update Project
Tool to update an existing project in Clientary with partial or complete field modifications. Use when you need to modify project details such as name, rate, description, budget, status, or other project attributes. All fields except ID are optional - only provided fields will be updated.
Why this helps
Scope and rate changes are recorded in Trello but missed in project administration.
- Keep scope details aligned
- Reduce administrative follow-up
- Protect project accuracy
Setup
Build it in a few focused steps.
- 1Connect Trello and Clientary once.
- 2Create an automation describing which card updates are approved project changes.
- 3Tell Notis to update the matching Clientary project and summarize the change in its report.
- 4Choose Trello Card Updated and a report channel.
- 5Test with one approved change.
Questions about this workflow
Can this update the project rate?
Yes, when the card clearly states the approved new rate and the project is identifiable.
Can routine comments be ignored?
Yes. Limit the prompt to approved project changes.
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.