Create Clientary clients from AnyDB companies
Move a company record into your client workspace as soon as it is ready. Notis can create the Clientary client using the company details sent from AnyDB.
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
Setting up a new client in multiple places adds administrative work right when a relationship is getting started.
- Reduce repeated company data entry.
- Start client onboarding from an existing company record.
- Keep client creation based on details provided in AnyDB.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a Clientary client from each company record sent to the webhook, using only the supplied details.
- 4Choose the notis_webhook trigger and configure AnyDB to send eligible company records to the webhook URL.
- 5Choose a report channel and test with one real company record.
Questions about this workflow
Does this workflow decide which company records should become clients?
Your instruction should define the eligible records, such as a status included in the record. Notis should not infer an approval state that is not provided.
Can the workflow fill in missing company details?
It can only use details present in the record or supplied in the instruction. Missing details should remain unspecified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Clientary. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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