Move workspace onboarding details into Clientary
Start a client record as soon as a workspace request is ready, without retyping its company and contact details.
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 client details can sit in an Anthropic admin request while you switch tools and rebuild the record by hand.
- Capture company details in one pass
- Reduce manual setup after workspace approval
- Keep onboarding moving across tools
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 client from each submitted workspace onboarding request, using only provided company and contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and review the resulting client record.
Questions about this workflow
Does this run when an Anthropic workspace is created?
No. Anthropic administrator has no listed trigger events. A webhook starts this workflow when a request is submitted.
What if the request is missing company details?
Notis should report the missing details instead of guessing or creating an incomplete record.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.