Add parsed client contacts to Clientary
Capture the person behind a parsed client document in the right Clientary account, ready for future communication.
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
Contact details can be stranded in documents even after the client account is set up.
- Reduce retyping contact names and email addresses.
- Keep client contacts attached to the specified account.
- Make parsed contact details easier to find later.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Clientary once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to create a contact from parsed data only when it includes a name, email, and the specified Clientary client.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed contact document and verify the contact is attached to the intended client.
Questions about this workflow
What information is required for the contact?
The supplied action description requires a name and email, and the contact must be associated with a specified client.
Can it choose the client if the parsed data does not identify one?
The workflow should only proceed when the intended Clientary client is identifiable in the supplied data or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Clientary. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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