Move verified companies into Clientary
Once a company is ready to work with you, add its record without retyping the research.
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
Onboarding can stall when the final company details sit in a research report instead of Clientary.
- Start onboarding from a verified company result.
- Keep company details close to the client work they support.
- Avoid repeating data entry after research.
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 give it a clear name.
- 3Tell Notis to create a Clientary client only when the incoming request says the company is verified and ready for onboarding.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real verified company request and inspect the client record.
Questions about this workflow
Does this workflow decide whether a company is verified?
It follows the status and details supplied in the incoming request. If verification criteria are not included, supply them in your instruction or request payload.
Can it create a contact too?
This workflow creates a client record only. A separate workflow can create a contact when the required contact name and email are available.
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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