Create client records from certificate events
When an Accredible certificate event includes a new organization's details, start a Clientary client record without retyping them.
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 organization details from credential records into a client system creates busywork and can leave potential client records incomplete.
- Capture organization details from certificate event payloads
- Reduce manual entry between credential management and client tracking
- Keep the workflow limited to payloads with enough client details
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary client using the organization details in each incoming Accredible certificate request, only when those details are present.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real certificate event that includes company details.
Questions about this workflow
Does Accredible certificates provide a built-in trigger for this workflow?
No. Start it with a Notis webhook, and have the external service handling the certificate event send an HTTP request to Notis.
What if the request has no company details?
The instruction can tell Notis to skip client creation and report that the payload lacks the needed details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Clientary. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.