Move confirmed clients into Clientary from Gmail
When a prospect confirms they are moving forward, start their Clientary record from the email.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
A confirmed client can wait in an inbox while you still need to set up their account in Clientary.
- Start a client record from a clear confirmation email.
- Avoid treating ordinary inquiries as confirmed business.
- Surface missing company details before onboarding stalls.
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 client when a new Gmail message clearly confirms the sender is ready to begin, using available company and contact details; report gaps for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real confirmation email and check the client record.
Questions about this workflow
How does Notis distinguish confirmation from an inquiry?
Describe the confirmation language or intent you want Notis to look for. Test with a real example and review the result.
What if the sender's company details are unclear?
Have Notis report the missing details for you to resolve before creating a client record.
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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