Add subscriber details to the right Clientary client
Keep stakeholder details beside the client work they belong to, without re-entering each contact manually.
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
A new subscriber from a client account can be hard to place when contact details live apart from client records.
- Keep client contacts together in Clientary
- Preserve contact details provided in the request
- Reduce re-entry when a subscriber identifies their organization
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 contact from each request that includes a contact name, email, and the existing client reference.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact request and confirm it is attached to the intended client.
Questions about this workflow
Does the workflow find the correct client automatically?
The request should include an unambiguous existing client reference. Do not rely on Notis to match a person to a client if the needed identifying information is missing.
What contact details are required?
Clientary requires a contact name and email for this action. Include both in the webhook request.
Will this create a new client if no match exists?
No. This workflow creates a contact within a specified client. Use a separate workflow with the Clientary Create Client action if you need to add a client record.
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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