Add WhatsApp contacts to the right Clientary client
Capture a contact's name and email from a submitted WhatsApp conversation and add them to the specified Clientary client.
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
Useful contact details can stay in chat instead of being available on the client account.
- Keep client contacts with their account
- Capture required name and email details
- Avoid searching old messages for contact information
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 contact under the specified Clientary client using the submitted name and email.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real contact and review the client association.
Questions about this workflow
What information is required?
The Clientary action requires a contact name and email, and it needs a specified client.
Can Notis choose the client from the conversation?
You can instruct Notis to use client details included in the webhook request. Verify the chosen client in the run report and Clientary.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.