Keep new client stakeholders connected to their account
When a new stakeholder joins the conversation, add their contact details to the client account while the handoff is fresh.
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
New stakeholders can appear in project conversations without making it into the client contact list.
- Capture supplied stakeholder name and email.
- Attach the contact to the specified client.
- Keep important project relationships easier to find.
Setup
Build it in a few focused steps.
- 1Connect Ably and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Ask Notis in one instruction to create a Clientary contact from a webhook handoff only when it includes the stakeholder name, email, and client reference.
- 4Select the webhook trigger and report destination.
- 5Test with one real stakeholder introduction and confirm the contact.
Questions about this workflow
Can this create the client too?
This workflow creates a contact within a specified client. Use a separate client-creation workflow when needed.
What if the stakeholder's email is missing?
The action requires an email. Have Notis report the missing detail rather than create an incomplete contact.
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.
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Create Project
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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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