Create Clientary clients from parsed onboarding forms
Start client work with company details already captured in Clientary, without copying them from each onboarding document.
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
New client setup often means retyping the same company information from forms and attachments.
- Reduce repetitive client setup work.
- Keep company details together in Clientary.
- Start onboarding with fewer manual copy-and-paste steps.
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 Clientary client from each parsed onboarding form using only the available company details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real onboarding document and review the new client record.
Questions about this workflow
Does this create a client from every parsed document?
The instruction can limit creation to parsed onboarding forms that contain enough client information.
What if a company detail is missing?
Tell Notis to use only supplied details and omit information that was not extracted.
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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