Review Clientary tasks from a WhatsApp digest
Start a work block with a short task summary instead of opening another app to rebuild your to-do list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.
Why this helps
Your tasks are in Clientary, but switching apps to check what needs attention adds friction to the start of a work session.
- Review tasks in a familiar channel
- Get a concise overview on a chosen schedule
- Reduce context switching before starting work
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to list Clientary tasks and send a concise summary to your connected WhatsApp destination.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test once and check that the digest is readable in WhatsApp.
Questions about this workflow
Can the digest include overdue tasks?
Ask Notis to identify overdue tasks only if due dates are present in the task data it receives.
Can it send the digest to any WhatsApp number?
Use the WhatsApp destination available in your connected setup. The specific recipient options depend on that setup.
When this happens · Trigger
Do this · Action
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.
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.
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
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 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.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
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.
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.
Whatsapp and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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