Turn verified inquiries into Clientary clients
Send an inquiry to Notis and let it check the email before creating a client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Copying new inquiries into a client system takes time, and typos can leave you with unusable contact details.
- Catch invalid email addresses before adding a client.
- Reduce manual copying from inquiry forms.
- Keep incoming prospect details ready for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Clientary once in the Notis portal.
- 2Create an automation by telling Notis the outcome in one instruction.
- 3Choose a webhook trigger for incoming inquiry details.
- 4Choose where Notis should send run reports.
- 5Test with one real inquiry and review the created client.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it with the inquiry details.
What happens if the email is invalid?
Instruct Notis to report the validation result and avoid creating a client when the address fails validation.
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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