Match 7shifts requests to the right Clientary client
Give every operational request the right account context before work begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Clients
Tool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting.
Why this helps
Teams waste time searching for the correct client when names vary across systems.
- Find account context faster
- Reduce misrouted work
- Support downstream automation
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Clientary in Notis once.
- 2Create an automation that searches Clientary clients for the account described in each incoming 7shifts request and reports the best match.
- 3Choose the webhook trigger.
- 4Select a report channel and test with one request.
Questions about this workflow
Does this create a client?
No. It lists clients and reports a match; use a create action for new accounts.
What if several matches exist?
Tell Notis to report the candidates and request review instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Clientary. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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