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Create a review task for every questionnaire change

Make questionnaire updates visible before they affect candidate screening.

Trigger

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

Action

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.

Why this helps

Changed screening questions can go unnoticed until inconsistent candidate reviews appear.

  • Flags changed screening criteria
  • Creates a clear review owner
  • Supports consistent candidate evaluation

Setup

Build it in a few focused steps.

  • 1Connect Workday and Clientary in Notis once.
  • 2Create an automation named Questionnaire change review.
  • 3Tell Notis to create a Clientary task summarizing added, removed, or changed questions and the required process update.
  • 4Pick the Workday Job Posting Questionnaire Changed trigger and choose report delivery.
  • 5Test with one questionnaire change.

Questions about this workflow

Can it distinguish added and removed questions?

Yes, when Workday returns those differences in the event data.

Can it update a project instead?

Use the same instruction to update a related Clientary project if that is the chosen action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Workday 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

Absence Balance Changed

Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.

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

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

TriggerPolling

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

Interview Feedback Submitted or Updated

Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.

TriggerPolling

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

Job Posting Changed

Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.

TriggerPolling

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

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

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

New Absence Balance

Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.

TriggerPolling

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

Connect any two apps with Notis in the middle.

Workday and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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