Start Clientary client setup from AnyDB
Move a ready account into Clientary at the point it enters your onboarding flow. Notis uses the record sent to the webhook to create the client account from available 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
A new account can be ready for work before its details have been entered into the system used to manage the relationship.
- Start client setup as soon as an eligible record arrives.
- Keep company details sourced from the onboarding record.
- Reduce the delay between intake and client workspace setup.
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 incoming AnyDB records are onboarding-ready and ask Notis to create a Clientary client from their supplied details.
- 4Choose the notis_webhook trigger and configure AnyDB to send eligible records to the webhook URL.
- 5Choose a report channel and test with one real onboarding-ready record.
Questions about this workflow
How does Notis know a record is ready?
Include a readiness indicator in the AnyDB record or define a clear rule in the automation instruction.
What happens if some client details are missing?
Notis can only use information it receives. Keep required company details in the record or provide them in the instruction.
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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