Create a Clientary client from a profile update
Turn newly confirmed account information into a usable client record.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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
Important profile changes can signal a customer relationship before anyone updates Clientary.
- Capture newly identified customers
- Reduce duplicate setup
- Keep account data connected
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Clientary once in Notis.
- 2Create an automation for profile-based client creation.
- 3Describe the profile criteria that indicate a new client and the details to include.
- 4Pick the Mailchimp Profile Update Trigger and select a report channel.
- 5Test with one qualifying profile update.
Questions about this workflow
Can it avoid creating duplicates?
Yes. Ask Notis to search for a matching Clientary client before creating one.
What if the profile only indicates a prospect?
Use the lead workflow for prospects and define the distinction in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Clientary. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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