Create a Clientary client from an Aivoov request
Capture the client details from a voiceover request without retyping them into Clientary.
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 voiceover requests can leave client details scattered between chat and project tools.
- Reduce duplicate data entry during intake.
- Keep new client records together in Clientary.
Setup
Build it in a few focused steps.
- 1Connect Aivoov 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 company and contact details in the incoming Aivoov request.
- 4Choose the Notis webhook trigger and a channel for run reports.
- 5Test with one real request and check the created client.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Aivoov has no listed integration trigger event.
What if the request does not include company details?
Notis can only use the information provided in the request. Supply any missing details before relying on the workflow to create a complete record.
When this happens · Trigger
Do this · Action
Creates a new client record.
Supported Triggers and Actions
Notis builds workflows that link Aivoov to Clientary. A trigger fires from one place; an action lands in another.
Aivoov 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.
Aivoov and Clientary, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
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