Move confirmed policyholders into Clientary
When a policyholder is ready for client operations, a webhook can prompt Notis to create their 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 confirmed customer can still require repetitive setup before work can begin in Clientary.
- Start downstream client work with fewer copy and paste steps.
- Preserve the company and contact details AgencyZoom provides.
- Make missing client information visible for a human to complete.
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 create a Clientary client from the confirmed policyholder details found in AgencyZoom, using only supported information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real policyholder example.
Questions about this workflow
Does AgencyZoom automatically trigger this workflow?
No AgencyZoom trigger events are listed here. A Notis webhook starts the automation.
Will it invent a client address or company name?
No. Instruct Notis to use information present in AgencyZoom and report required details that are missing.
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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