Create client records from onboarding emails
Turn confirmed onboarding details into a Clientary client record while the email is still fresh.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Why this helps
New customer details often arrive in a long email thread, then wait while someone finds time to enter them into Clientary.
- Start client setup from the email that contains the details.
- Keep customer records current with less manual entry.
- Reduce delays between agreement and onboarding.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Clientary client when a new email confirms a new customer and to use the available company details.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real onboarding email.
Questions about this workflow
Can this create a client from an unconfirmed inquiry?
Set the instruction to require confirmation that the sender is a new customer. Use the lead workflow for unconfirmed sales inquiries.
What details can Notis include?
Notis can use company and contact information present in the email. Your instruction can say how to handle information that is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clientary. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Email Received
Trigger for new emails in an AgentMail inbox
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Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Agent mail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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