Keep researched client contacts with their account
Put a new stakeholder's name and email where your client work already lives.
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
New stakeholder details found during research can remain stranded in browser tabs instead of the client account.
- Keep contact details with the relevant client account.
- Reduce retyping of names and email addresses.
- Make stakeholder information easier to find during client work.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for client contact capture.
- 3In one instruction, ask Notis to add the Airtop contact to the specified Clientary client, using the returned name and email, and report if the client association is unclear.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact result.
Questions about this workflow
What contact details are required?
The listed Clientary action requires a name and email, so make sure Airtop returns both.
What if the correct client is unclear?
Ask Notis to flag the association for review rather than adding the contact to a guessed account.
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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