Keep client contacts aligned with member requests
Capture a member's client relationship in Clientary when someone submits the association for setup.
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
A member's contact information can be stranded in an admin conversation instead of the client record your team uses.
- Keep client contacts with the right client record
- Avoid retyping supplied name and email
- Make contact setup part of onboarding
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Clientary contact only when the submitted request identifies both the client and member name and email.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real member-to-client request and verify the contact.
Questions about this workflow
Can it identify the correct client automatically?
Only if the submitted request identifies the client sufficiently. Notis should report ambiguity rather than choose a client by guess.
What fields are required for the contact?
The provided event description requires a name and email, and the contact must belong to a specified client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Clientary. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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