Keep Affinity relationship contacts available in Clientary
Carry a useful contact into the client record where your team can continue the relationship.
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 shared across pipeline and delivery work can be lost or re-entered by hand.
- Carry contact name and email into Clientary.
- Keep relationship context close to client work.
- Avoid manual contact re-entry.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3Tell Notis to add the contact from each incoming request to the specified Clientary client, using the supplied name and email.
- 4Choose the notis_webhook trigger and set a report destination.
- 5Test with one real contact and verify it appears under the intended client.
Questions about this workflow
What contact information is required?
The listed Clientary action requires a name and email, and a specified client. Include those details or identifiers in the webhook request.
Does Affinity provide the trigger?
No Affinity trigger events are listed for this package. A notis_webhook request starts the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clientary. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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