Add handed-off contacts to the right Clientary client
Keep the person behind an account handoff connected to the client record, with less manual data entry.
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
Names and email addresses often arrive in a separate message from the client account they belong to.
- Create a contact when the request includes the required name and email.
- Associate the contact with the specified client.
- Keep account relationships easier to follow.
Setup
Build it in a few focused steps.
- 1Connect Ably and Clientary once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to create a contact under the specified Clientary client when the webhook includes a contact name and email.
- 4Select the webhook trigger and a report destination.
- 5Test with one real contact handoff that includes its client reference.
Questions about this workflow
What details are required for contact creation?
The action requires a name and email, and the request needs to identify the Clientary client.
What happens if the client is not identified?
The instruction should have Notis report the missing client reference instead of associating the contact with a guessed account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Clientary. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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