Start new client onboarding from WhatsApp
When a new account is confirmed in a submitted WhatsApp conversation, create its Clientary client record and give onboarding a home.
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
Onboarding can stall when agreed client details are still waiting in a chat to be copied over.
- Create a client record when work is confirmed
- Keep onboarding details in Clientary
- Reduce delay before account setup
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 only when submitted WhatsApp details confirm a new account.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real new client and review the record.
Questions about this workflow
Can this create an onboarding checklist?
This workflow creates a client record only. The allowed Clientary actions do not include a checklist action.
What if the WhatsApp conversation is only an inquiry?
Tell Notis to require confirmation that the account is new before creating a client record. Use a lead workflow for unconfirmed prospects.
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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