Set up client records from creative kickoffs
Carry new engagement details from the creative kickoff into the place you manage client work.
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
New client details often need to be copied into several tools before the work can start.
- Create a client record from a kickoff request.
- Keep company and contact details together in Clientary.
- Reduce duplicate entry during onboarding.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Clientary once in the Notis portal.
- 2Create an automation and describe when a kickoff should create a client record.
- 3Pick the webhook trigger and choose where run reports go.
- 4Send one real kickoff with company and contact details to test.
Questions about this workflow
What information should the kickoff include?
Include the company details and contact information needed for the new Clientary client record.
Does this run on a native Abyssale event?
No Abyssale trigger events are listed. A webhook request must be sent when the kickoff is ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Clientary. A trigger fires from one place; an action lands in another.
Abyssale 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
Creates an invoice, optionally linked to a client.
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
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Abyssale and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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