Move qualified AccuLynx prospects into Clientary
Once a prospect is ready to work with you, carry their company details into Clientary and start with a clean client record.
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
A qualified prospect can stall while someone re-enters company and contact information into the client system.
- Start client setup with the details already provided.
- Avoid treating an early lead as a confirmed client.
- Reduce the gap between qualification and project administration.
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 the incoming webhook represents a prospect approved for client setup and should create a Clientary client.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real qualified prospect as a test and review the created client.
Questions about this workflow
How does Notis know the prospect is qualified?
Your webhook sender must only send records that meet your qualification rule, or include that decision in the request for Notis to consider.
Will this also create a Clientary contact?
No. This workflow creates a client record. Clientary's separate Create Contact action can add a contact when you want that as its own workflow.
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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