Review your Clientary projects on a schedule
Keep your project portfolio understandable without opening every record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Tool to retrieve all projects with pagination support (10 results per page). Use when you need to fetch a list of projects from Clientary with optional filtering for closed projects.
Why this helps
Project status is hard to see when records are spread across a growing portfolio.
- Spot stalled projects
- Prepare concise status reviews
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis.
- 2Create an automation that reviews projects and summarizes stalled, closed, or attention-needed work.
- 3Choose a recurring Notis schedule as the trigger.
- 4Select a report channel and test one portfolio review.
Questions about this workflow
Can the report focus on open projects?
Yes. State which project statuses and conditions should be included.
Can it include project details?
Yes. Ask Notis to summarize the fields available from Clientary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Clientary. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.