Keep client company details current from browser research
Bring relevant company updates into Clientary while keeping the client record as your reference point.
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
Company details gathered later can be scattered across research notes and missed during client work.
- Bring researched company context into Clientary.
- Use source findings to reduce manual updates.
- Report conflicting details before changing a record.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for client company research.
- 3In one instruction, ask Notis to find the intended client from the Airtop results and create a client record only if the company is confirmed as new; report possible existing matches or conflicting information for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company result.
Questions about this workflow
Can this action update an existing client?
The selected action creates a client record. For existing records, do not use this workflow to make an update; report the findings for review.
Why mention possible existing matches?
Creating a duplicate client can split account history. Ask Notis to flag uncertain matches before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Clientary. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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