Set Up Clientary Clients From Invoice Documents
Use information already extracted from invoices to start a clean Clientary client record.
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
A new account can sit untracked while someone manually transfers company details from an invoice into the client system.
- Start a client record from information in an invoice document.
- Cut manual copying during client onboarding.
- Keep setup moving while reviewing documents in Affinda.
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 give it a clear client intake name.
- 3Tell Notis to create a Clientary client using the company details available in each parsed invoice.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice and verify the resulting client record.
Questions about this workflow
Will it always know whether the company is already a client?
That depends on the information available to the automation and its instructions. Include a duplicate-check instruction and review the run report when identity is uncertain.
Can it create a contact too?
This workflow uses the Clientary Create Client action. Contact creation is a separate action and is not included here.
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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