Group Outlook conversations into Clientary clients
Keep every new business conversation attached to the right company.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Different people from one company create fragmented records and repeated intake work.
- Improve company level organization
- Reduce duplicate client records
- Make multi-contact conversations easier to manage
Setup
Build it in a few focused steps.
- 1Connect Outlook and Clientary in Notis.
- 2Create an automation that checks sender domain and context before creating a Clientary client when appropriate.
- 3Select New Outlook Message as the trigger.
- 4Choose a report channel and test with one multi-person conversation.
Questions about this workflow
Can it handle free email domains?
Tell Notis to use signature and conversation context when domain matching is insufficient.
Will it create duplicates?
Ask it to search existing Clientary clients before creating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Clientary. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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