Add new stakeholders to the right client
Keep every client relationship current as soon as a stakeholder submits their details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important client contacts get trapped in inboxes and are easy to forget when teams change.
- Capture contacts immediately
- Keep account context together
- Reduce missed follow ups
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Clientary in Notis once.
- 2Create an automation named Add Clientary Contact.
- 3Describe that each webhook with a client identifier, contact name, and email should create a contact under that client.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real stakeholder payload.
Questions about this workflow
Does the client need to exist first?
Yes, provide an existing Clientary client identifier in the incoming request.
What is required for a contact?
The contact name and email are required by the Clientary action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Clientary. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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