Keep credential organizations represented in Clientary
Review credential organization details on a schedule and create a client record when an organization is absent from Clientary and the data is sufficient.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Organizations already represented in credential records may be missing from the client system, making it harder to find their related work.
- Spot organizations present in credential data but absent from Clientary
- Create records only when organization details are available
- Reduce repeated manual cross-checking
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Clientary once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to compare available Accredible organization details with Clientary clients and create a client for an unmatched organization only when sufficient details are present.
- 4Choose the recurring schedule and a destination for run reports.
- 5Test with one known organization and review the comparison and resulting record.
Questions about this workflow
How should unmatched organizations be identified?
Tell Notis which organization details to compare, such as an exact company name, and review the test result. The source data must provide those details.
Does the schedule prevent duplicate clients automatically?
The instruction should ask Notis to check the existing client list before creating a record. Review the test result to confirm the comparison is appropriate for your data.
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
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