Keep purchasing contacts attached to the right client
Capture new buyer contacts as they appear in purchase orders, so you know who to reach when an order needs attention.
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
Operational contacts often appear in documents long after a client account was first created.
- Keep purchasing contacts near their client account.
- Reduce time spent hunting for the right buyer.
- Preserve useful contact context from business documents.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once through the portal.
- 2Create an automation or ask Notis for it in plain language.
- 3Prompt Notis to add a buyer named in a purchase-order request as a contact under the specified Clientary client.
- 4Choose an incoming webhook trigger and select where run reports go.
- 5Test with one purchase order for a client already in Clientary.
Questions about this workflow
Does this create a client automatically?
This workflow creates a contact under the specified client. Use a separate workflow for new client creation.
What if the purchase order does not identify the client?
Ask Notis to flag it for review rather than attaching the contact to an uncertain account.
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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