Add certificate recipients to the right client
Send recipient details from a certificate event into the matching Clientary client contact list when the event includes the required information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
Recipient details can get stranded in credential records instead of reaching the client account where the team needs them.
- Capture recipient name and email from incoming event data
- Keep contact creation tied to an identified Clientary client
- Avoid creating a contact when required details are missing
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 give it a clear name.
- 3Tell Notis to create a Clientary contact for the referenced client using the recipient name and email in the webhook request; report missing details instead of guessing.
- 4Choose the webhook trigger and select a report channel.
- 5Test with a real event for a client that already exists in Clientary.
Questions about this workflow
What information is needed to create the contact?
Clientary requires a client reference, contact name, and email. The event request must provide the recipient details and identify the client.
Will this create the client if it does not exist?
No. This workflow creates a contact within a specified client. Use a separate client creation workflow when organization details are available.
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.