Set up distinct expansion accounts in Clientary
Give a newly contracted entity its own client record when the account structure calls for one.
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
Expansion work can become hard to track when a distinct new entity is handled as an informal note on an existing account.
- Create a dedicated record for a genuinely distinct customer entity.
- Keep supplied company and contact information together.
- Support cleaner tracking across separate customer accounts.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe when an expansion represents a distinct client entity.
- 3Ask Notis to create a Clientary client only when the webhook explicitly identifies a new distinct entity and supplies its account details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real expansion handoff and verify that the entity should have its own record.
Questions about this workflow
Should every expansion create a new client?
No. Use this only when the handoff identifies a genuinely distinct customer entity that should have its own Clientary client record.
Can this determine account structure from Agile CRM automatically?
No Agile CRM triggers are listed. The webhook should include the decision and client details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clientary. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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