Keep device service contacts in Clientary
When an installation or service event captures a new contact, forward the details to Notis and add them to the referenced Clientary client.
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
Service contacts gathered during device work can remain in field notes instead of the client record your team checks.
- Add a contact when the request includes the required name, email, and client reference.
- Keep service or installation context supplied with the event for follow-up.
- Reduce re-entry of contact details gathered during device work.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Clientary once in Notis, and arrange for the service event sender to forward contact name, email, and the existing Clientary client reference to a Notis webhook.
- 2Create an automation in Notis, name it, and choose where run reports should go.
- 3Tell Notis to create a contact under the referenced Clientary client for each qualifying event, using the supplied name and email.
- 4Choose the webhook trigger and provide its endpoint to the sender.
- 5Test with one real contact event and verify the contact appears under the intended client.
Questions about this workflow
Can this action create a new client too?
No. This workflow uses the create-contact action, which requires a specified client. Create the client separately if it does not already exist.
What if the event does not include an email?
The Clientary contact action requires both a name and email. The workflow should not attempt contact creation for requests missing either value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Clientary. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO 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.