Onboard AnyDB accounts into Clientary on schedule
Give account onboarding a reliable review point. Notis can find AnyDB records matching your stated readiness criteria and create Clientary clients from their details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
Onboarding-ready accounts can wait in a database while someone remembers to transfer them into the client system.
- Make client onboarding part of a repeatable review.
- Reduce hand copying of company details.
- Use explicit readiness criteria for account creation.
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, define which account records are ready for onboarding and ask Notis to create a Clientary client using supplied details.
- 4Choose the notis_cron trigger and set a recurring schedule.
- 5Choose a report channel and test with one real onboarding-ready account.
Questions about this workflow
How should readiness be represented?
Use a status or criterion available in the AnyDB record, or state the rule directly in the automation instruction.
How can repeated client creation be avoided?
Use a processed marker or other record history available to Notis, and describe how it should be checked. If that history is unavailable, do not assume duplicate detection.
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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