Turn researched people into Clientary contacts
Keep decision-maker research useful by turning a verified person and their identified client into a Clientary contact.
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
Finding the right person is only half the job if their contact details never make it into the client record.
- Capture researched contact details while they are at hand.
- Associate the person with the intended client account.
- Avoid creating contacts when the client relationship is unclear.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary contact from submitted AgentQL research only when the person's name, email, and intended client are clear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact research result and confirm its client association.
Questions about this workflow
What information is required?
The available action requires a contact name and email, and the contact must be associated with a specified client.
What if the intended client cannot be identified?
The automation should skip contact creation and report what information is needed to associate the person correctly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clientary. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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