Keep client contacts and location details together
Capture a contact under the right client while keeping Addresszen location checks close to the request.
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 new point of contact can be easy to lose when their details arrive separately from the client account.
- Add contacts under the specified client
- Reduce manual copying of contact details
- Spot missing name or email before creation
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a contact under the specified Clientary client using the submitted contact details, and flag missing name or email.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact request.
Questions about this workflow
What information is needed to create the contact?
The listed Clientary action requires a name and email, and the request must identify the client account.
Can Addresszen validate the contact's email?
No email validation capability is described. Addresszen supports address autocomplete, shipping detail validation and location verification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Clientary. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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