Keep agreement signers connected to their client
Give important signers a home in Clientary so the person you need is easier to find when work begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Why this helps
A client account may exist already, but the useful day-to-day contact is hidden in a newly signed PDF.
- Make signer details easy to retrieve alongside the client.
- Reduce time spent searching old email threads for contact information.
- Create a consistent handoff from agreement review.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once through the portal.
- 2Create the automation in the portal or describe it to Notis in conversation.
- 3In one prompt, ask Notis to add the signer from each agreement intake request as a contact under the specified Clientary client.
- 4Select the incoming webhook trigger and a run-report channel.
- 5Test with one agreement for a client that already exists.
Questions about this workflow
Does this create a new client too?
This workflow creates a contact under a specified client. Use a separate instruction if your onboarding process also needs a client record.
What if the client is unclear?
Tell Notis to flag the request for review when it cannot confidently identify the intended client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ComPDF to Clientary. A trigger fires from one place; an action lands in another.
ComPDF triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
ComPDF and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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