Add checked contacts to the right Clientary client
Send a contact's details and the intended Clientary client reference through a Notis webhook. Addressfinder checks the details before Notis adds the contact.
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
A contact can end up on the wrong account or with incorrect details when onboarding information is copied between tools.
- Check contact information before adding it to an account.
- Keep contact intake tied to the intended Clientary client.
- Reduce manual entry during customer handoffs.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Clientary once in Notis.
- 2Create an automation and describe how to validate the contact and add it to the specified client.
- 3Choose a webhook trigger for the contact request.
- 4Choose where Notis should send run reports.
- 5Test with one real contact and verify the account association.
Questions about this workflow
What does the request need to identify?
Include the contact's name and email, which Clientary requires, plus the intended client identifier and any address or phone details to check.
Can this create the Clientary client too?
This workflow adds a contact within a specified client. Set up that client separately if it does not already exist.
What happens if the client reference is missing?
Instruct Notis to stop and report the missing reference rather than add a contact to an unspecified account.
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
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.