Keep proposal contacts attached to their client
Turn contact details from submitted project material into a Clientary contact without a copy and paste detour.
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
Important project contacts often remain trapped in proposals and onboarding notes.
- Capture contact details while reviewing the source material.
- Keep the contact associated with its intended client.
- Reduce onboarding handoff steps.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to extract a contact name and email from each payload and add it to the supplied Clientary client.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real payload that includes a valid client identifier and contact email.
Questions about this workflow
What does this action require?
The contact name and email are required, and the workflow needs the intended Clientary client specified in the submitted information.
Can AI decide which client to use?
Only when the payload provides enough reliable context. Otherwise, supply the client identifier explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.