Add client contacts from AnyDB to Clientary
Capture contact details where they arrive, then have Notis add them to the right Clientary client when the source record includes the required client reference.
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
Contact details gathered in a separate database often need manual re-entry before the team can use them in client work.
- Cut repeat entry of names and email addresses.
- Start contact setup from an incoming database record.
- Make the client association explicit in the source data.
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 contact for the specified client using the supplied name and email.
- 4Choose the notis_webhook trigger and configure AnyDB to send the record to the webhook URL.
- 5Choose a report channel and test with one real contact record that includes its client reference.
Questions about this workflow
What details does this action require?
The contact name, email, and the specified client are needed. Provide them in the incoming record or the automation instruction.
Will Notis guess which client the contact belongs to?
It should not guess. Supply a clear client reference or matching context in the record.
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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