Connect Whatsapp to Clientary

When something happens in Whatsapp, Notis takes the next step in Clientary. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Whatsapp to Clientary

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Turn WhatsApp inquiries into Clientary leads

Capture new business inquiries from WhatsApp as leads in Clientary, with the details the sender provided.

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Turn WhatsApp requests into Clientary tasks

Convert actionable requests in new WhatsApp messages into Clientary tasks so the next step is easier to track.

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Save WhatsApp contact details in Clientary

Create a Clientary contact from a new WhatsApp message when it contains a name and email, and you can identify the client account.

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Record stated expenses from WhatsApp

Create a Clientary expense when a new WhatsApp message explicitly reports an expense and its amount.

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Update Clientary tasks from WhatsApp replies

Use a customer's interactive reply to update an identified Clientary task when the response clearly changes its status or details.

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Create Clientary follow-up tasks from replies

Create a Clientary task when a WhatsApp interactive reply signals a specific follow-up is needed.

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Track WhatsApp template review follow-up

Create a Clientary task when a WhatsApp message template is rejected or flagged, so someone can review the next step.

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Flag WhatsApp delivery issues in Clientary

Create a Clientary task when a WhatsApp message status update indicates a delivery problem that needs attention.

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Get a scheduled Clientary task digest in WhatsApp

On a schedule, review Clientary tasks and send a concise summary to your WhatsApp channel or number through your connected setup.

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Clientary. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

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.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

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.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

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.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.