Turn Affinity company updates into Clientary client records
When a portfolio company becomes a client, capture its details where projects and billing can begin.
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 company can be ready to work with before its information has been entered into the client system.
- Start client setup with the company details already in the request.
- Reduce duplicate data entry across pipeline and client systems.
- Make the handoff into project and billing work more direct.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the client handoff.
- 3Tell Notis to create a Clientary client when the incoming Affinity update says the company is ready for client work.
- 4Choose the notis_webhook trigger and choose a report destination.
- 5Test with one real company update and review the client record.
Questions about this workflow
Will Notis detect a particular Affinity pipeline stage by itself?
No Affinity trigger event is listed. Send an HTTP request to the Notis webhook when the company is ready, including the relevant stage context and company details.
Can it create the client without complete details?
Notis can use only the details included in the request. Ask it to flag missing information for review rather than assume values.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.