Create a Clientary client from a signed ActiveMerge agreement
A signed agreement can start the client setup. Send its details to Notis and create the Clientary 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
Client setup gets delayed when signed agreements and client records live in separate tools.
- Reduce manual copying after an agreement is signed.
- Start client setup while the agreement details are fresh.
- Keep the webhook as the explicit handoff from ActiveMerge to Notis.
Setup
Build it in a few focused steps.
- 1Connect Clientary in Notis and make the ActiveMerge completion process send an HTTP request to your Notis webhook.
- 2Create an automation in Notis from any channel, or in Automations, New Automation.
- 3Tell Notis to create a Clientary client from the company and contact details included with the signed agreement request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real signed agreement request and confirm the client details.
Questions about this workflow
Does ActiveMerge start this workflow directly?
ActiveMerge has no listed trigger event here. An HTTP request to the Notis webhook starts the automation, so your document process needs to send that request.
What information should the request include?
Include the company and contact details you want used to create the client. The workflow cannot infer information that is absent from the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clientary. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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