Keep researched contacts with the right client
Put a decision-maker's details where your team can find them, linked to the client they belong to.
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
Useful names and emails are easy to lose when company research lives outside the client record.
- Keep contacts attached to their client account.
- Capture the supplied name and email without manual re-entry.
- Make research easier to use during follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary contact for the identified client only when the incoming request includes a contact name and email.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing a known client and contact.
Questions about this workflow
What details are required for contact creation?
The listed action requires a contact name and email, and the contact must be associated with a specified client.
Can this find the Clientary client automatically?
The request should identify the client clearly. Do not assume a client match when the supplied information is ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Clientary. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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