Keep client details current and checked
Send a verified update request to Notis and keep the Clientary client record aligned with the latest information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Client
Updates an existing client’s details.
Why this helps
Outdated contact details can linger when updates arrive in separate messages and never reach the client record.
- Validate a replacement email before updating a record.
- Reduce manual client record cleanup.
- Keep requested client details current.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Clientary once in the Notis portal.
- 2Create an automation and describe which verified client details to update.
- 3Choose a webhook trigger for client update requests.
- 4Choose where run reports should go.
- 5Test with one real update and check the specified client record.
Questions about this workflow
What does the update action require?
Provide the client ID. All fields except ID are optional, so specify which details should change.
Will it replace an email if validation fails?
Tell Notis to update only after Abstract validates the replacement email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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