Keep key client contacts available in Clientary
A recurring contact check can find people present in AgencyZoom but missing from a matched Clientary client.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact for a client.
Why this helps
Important client contacts may be available in the agency record but missing from the place where teams manage their work.
- Catch contact gaps before they slow down client work.
- Reduce repeated manual contact lookups.
- Require a clear client match and the contact name and email.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare contacts for matched clients and create Clientary contacts only when the client, name, and email can be identified.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one missing contact and one existing contact.
Questions about this workflow
What does the contact action require?
A contact name and email are required. Have Notis report records where either is missing.
What happens when the client match is uncertain?
Ask Notis to flag the record for review rather than creating a contact under a guessed client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clientary. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom 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.