Keep client records easier to trust
Find records that may need cleanup with a focused review based on their available details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Retrieves the client list.
Why this helps
Duplicate or incomplete client records make it harder to find accurate information quickly.
- Identify possible duplicate records for review.
- Spot missing details without scanning the whole client list.
- Avoid merging or deleting records without human judgment.
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 available Clientary clients and report possible duplicates or incomplete records with evidence, without changing records.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and verify each suggested cleanup against the source records.
Questions about this workflow
Will the workflow merge duplicate clients?
No. The available Clientary actions do not include a merge action, and this workflow only reports possible duplicates.
Can it identify duplicates with certainty?
It can flag similar records, but a person should confirm whether they represent the same client.
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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