Keep Clientary client details current with scheduled checks
Set a recurring review so Notis can check available client address and contact details with Addressfinder, then update records when the service returns corrected information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Client
Updates an existing client’s details.
Why this helps
Client address and contact details can drift out of date when nobody owns a regular data quality review.
- Create a recurring moment to review client data quality.
- Use Addressfinder to check available addresses and contact details.
- Update Clientary records when the service returns reliable corrected values.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Clientary once in Notis.
- 2Create an automation and describe which client records to review and how to handle uncertain results.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real client record and inspect any proposed update.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. Addressfinder does not provide a trigger event.
How does Notis know which records to review?
Name the intended scope in the automation prompt. The workflow needs access to the client details and should report if the records or fields needed for review are unavailable.
Will it overwrite details that are uncertain?
Tell Notis to update only when Addressfinder returns a clear verified correction and to report ambiguous results for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Clientary. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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