Bring Contract Contacts Into Clientary
Move the contact details found in contracts into the right Clientary client account.
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
Contact details buried in signed documents can be overlooked, leaving client records incomplete when it is time to coordinate work.
- Add the named person from a contract to a client record.
- Keep contact information available alongside account work.
- Flag missing names, emails, or client identity for review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contract contact intake.
- 3Tell Notis to create a contact for the specified Clientary client using the extracted name and email, and report missing required details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contract and verify the contact is attached to the intended client.
Questions about this workflow
Can it infer which Clientary client owns the contact?
Only if the document or your instruction provides a reliable way to identify that client. Tell Notis to report ambiguous matches for review.
What contact details are required?
The listed Clientary action requires a name and email, as well as a specified client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Clientary. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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