Add clients with address details checked first
Capture the company details and verified location once, then let Notis create the client record in Clientary.
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
Manually rechecking company addresses while entering client records creates extra admin and avoidable delivery mistakes.
- Reduce repeated address entry
- Keep verified location details with the new client record
- Surface missing company details for review
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 Clientary client from the company details and Addresszen-verified address in each request, and flag missing details for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real verified company example.
Questions about this workflow
What starts this workflow?
A webhook starts it when an external tool or custom backend sends a request containing company details and Addresszen verification results.
Does Addresszen provide a native trigger here?
No. This workflow uses Notis's webhook trigger, which starts when an HTTP request arrives.
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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