Move company details from WhatsApp into Clientary
When a conversation confirms a new client, submit the company details and let Notis create the Clientary record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Copying company information from a chat into a client record adds friction right when work is starting.
- Put confirmed company information in one record
- Reduce duplicate data entry
- Start client work with a consistent account record
Setup
Build it in a few focused steps.
- 1Connect 2chat and Clientary once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3Ask Notis to create a Clientary client from the company details in each submitted WhatsApp message that confirms a new client.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real set of company details and review the client record.
Questions about this workflow
Should every WhatsApp contact become a client?
No. Instruct Notis to create a client only when the submitted message clearly confirms a new client, and review the run report.
Can this create contacts too?
This workflow uses the Create Client action. Creating a contact is a separate Clientary action and is not included here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clientary. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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