Keep new company intake deliberate and current
Use a scheduled review to turn confirmed new companies into Clientary client records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Repeated company research makes it easy to miss new account opportunities or create duplicate records.
- Review new company findings on a repeatable schedule.
- Flag likely duplicates before creating a client.
- Keep uncertain company matches visible for review.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for new company review.
- 3In one instruction, ask Notis to review current Airtop company findings, check for likely existing Clientary clients, create records only for confirmed new companies, and report possible matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real new company and one possible existing match.
Questions about this workflow
Will this update existing client records?
No. The selected action creates clients. Ask Notis to report findings that appear to match an existing client.
What if the company match is uncertain?
Have Notis include it in the run report instead of creating a potentially duplicate 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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