Keep client contacts connected across your tools
When a contact needs to be available in Clientary, send a webhook and let Notis check AgencyZoom for the right details.
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
Teams lose time finding a contact's details and confirming which Clientary client account they belong to.
- Make contact details available in the client account where work is managed.
- Reduce repeated searches for names and email addresses.
- Flag an ambiguous client match for review instead of guessing.
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 find the contact in AgencyZoom and create a Clientary contact only after identifying the matching client.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact example.
Questions about this workflow
What information does Clientary require for a contact?
The action requires a name and email. Ask Notis to report if either is unavailable.
What if there are multiple possible Clientary clients?
Have Notis flag the ambiguous match for review rather than adding the contact to a guessed account.
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
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