Create a Clientary client from verified research
When your AgentQL research confirms a company is ready to work with, pass the findings to Notis to create its Clientary 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
Once a prospect becomes a customer, company details still need to be moved from research into the client system.
- Create the client record from verified research details.
- Avoid re-entering company information by hand.
- Keep client onboarding moving after a prospect is approved.
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 client from a submitted company research result only when it clearly represents an approved new client, and report missing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, approved company research result and check the client record.
Questions about this workflow
How does this differ from creating a lead?
Use this workflow for a verified new client. Use a lead workflow when the company is still a prospect being qualified.
Can it determine whether a company is approved?
Only if the submitted research or your instruction includes clear approval criteria. Otherwise, provide an approval signal with the webhook request.
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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