Turn a qualified inbound request into a Clientary client
Start new client work with the company record already in place, so setup does not become another manual task.
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
A qualified inbound request often leads to repeat data entry before the real client work can begin.
- Create a client record from supplied company details
- Reduce admin between qualification and onboarding
- Keep inbound context attached to the record
Setup
Build it in a few focused steps.
- 1Connect AimTell and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary client from qualified request details and retain the supplied company context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified request and inspect the client record.
Questions about this workflow
Does AimTell itself send the webhook?
No AimTell trigger events are available in this package. Configure a website or other system to send the qualified request to the Notis webhook.
What information should the request include?
Include the company and contact details you want available for creating the client. Notis can only use fields present in the request.
How should I avoid creating duplicates?
Include a reliable identifier and instruct Notis to check supplied context or existing records when available. This workflow does not guarantee deduplication without matching information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Clientary. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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