Keep client contacts attached to the right account
When a new contact appears in a client conversation, add them to the Clientary account they belong to.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Contact details shared in email can stay buried in a thread instead of being available with the client record.
- Save a contact's name and email from relevant messages.
- Keep contacts associated with an identifiable client.
- Flag uncertain client matches for review.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a Clientary contact when a new Gmail message identifies a new contact and clearly identifies their existing client; report uncertain client matches or missing name or email.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real message that introduces a client contact.
Questions about this workflow
What if the email does not identify which client the contact belongs to?
Ask Notis to report the uncertain match rather than adding the contact to a guessed client account.
What contact information is required?
The available Clientary event description requires a name and email for a contact. Have Notis flag messages missing either.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Clientary. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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