Move approved proposals into Clientary clients
When an approval payload arrives, AI can organize the provided details into a client 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
After a proposal is accepted, copying its details into the client system can delay onboarding.
- Start client onboarding with less retyping.
- Use proposal context to prepare a consistent client record.
- Keep the transition from approval to client setup moving.
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.
- 3Ask Notis in one instruction to review approved proposal data and create a Clientary client using only supplied details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real approved proposal payload and check the client record.
Questions about this workflow
Does the workflow detect proposal approvals by itself?
No. The webhook must receive an approval event or payload from a system that knows the proposal was approved.
What if some client details are absent?
AI can use only supplied details. It should leave unavailable information blank or note that it is missing.
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
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