Set up Clientary clients with checked details
When a new customer is ready for onboarding, send their submitted details to Notis. Addressfinder checks the information before Notis creates the Clientary client.
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
New client records can start with address or contact errors that take time to find and correct later.
- Check address, email, and phone details as part of onboarding.
- Create a client record from a single inbound request.
- Reduce cleanup caused by manually retyping customer information.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Clientary once in Notis.
- 2Create an automation and describe how to check new customer details before creating a client.
- 3Choose a webhook trigger for the onboarding request.
- 4Choose where Notis should send run reports.
- 5Test with one real customer record and confirm the Clientary result.
Questions about this workflow
Does Addressfinder trigger this automation?
No. The workflow starts when an HTTP request reaches the Notis webhook. Addressfinder is used to check the submitted information.
What if a submitted email or phone number is invalid?
In the prompt, instruct Notis to pause client creation and report the issue for review.
Will the workflow fill in missing customer details?
Addressfinder can enrich data, but Notis can only use details that the service returns. Specify how to handle any missing information in the prompt.
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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