Keep policyholder and client records in sync
A recurring comparison can surface policyholders without a corresponding Clientary client and create clear missing records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
A client may be active in AgencyZoom but absent from the system used to manage downstream work.
- Catch missing client records in a repeatable review.
- Reduce manual comparison across two systems.
- Flag uncertain matches instead of creating duplicate clients.
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 AgencyZoom policyholders with Clientary clients and create a Clientary client only when no clear matching client exists.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one known missing client and one existing client.
Questions about this workflow
How will Notis decide whether a client already exists?
Describe which available identifiers to compare, such as company name or email, and have Notis flag ambiguous matches.
Will this update existing Clientary clients?
This workflow creates missing client records. Use a separate instruction and action if you need to update existing records.
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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