Start client records from HubSpot contacts
When a new contact is already a client, carry the available company details into Clientary automatically.
Trigger
Contact Created Trigger
Contact Created Trigger
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 for someone to recreate their company record before project work begins.
- Start a client record from the details already in HubSpot
- Reduce delay before client work is organized
- Avoid manually re-entering company information
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client setup.
- 3Tell Notis to create a Clientary client for a new HubSpot contact only when the available details indicate an established client and include company information.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real client contact and review the resulting record.
Questions about this workflow
Should every new contact become a client?
No. Describe which contacts qualify as established clients in your instruction, and have Notis skip contacts that do not meet that condition.
Will this also add the person as a Clientary contact?
This workflow uses the Create Client action only. It does not create a separate contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clientary. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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