Keep client contacts in sync across AccuLynx and Clientary
When a new project contact needs to be available in Clientary, let Notis carry over their name and email from the incoming request.
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
Contact details captured during project work can stay stranded in the source system, slowing coordination and billing conversations.
- Make a project contact easier to find in Clientary.
- Reduce retyping names and email addresses.
- Keep the contact attached to the intended client when the webhook supplies its identity.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that an incoming request should create a Clientary contact for the specified client using the contact name and email.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one contact and confirm it appears under the intended client.
Questions about this workflow
What information is required for the contact?
Clientary requires a contact name and email. The request also needs to identify the Clientary client account.
Can this create a missing client too?
This workflow only creates a contact. Use a separate client creation workflow if the client record does not already exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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