Create a Clientary client from every new organization
Set up client records as soon as a company enters your relationship database.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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
Organizations are added during prospecting but client records are created much later, if at all.
- Keep company records aligned
- Start onboarding earlier
- Reduce duplicate organization entry
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Clientary in Notis once.
- 2Create an automation describing the Clientary client record to create for each new organization.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose a report channel and test with one real organization.
Questions about this workflow
Can this handle organizations that are not customers yet?
Yes. Instruct Notis to create a client record only when the organization meets your chosen condition.
What if a matching Clientary client already exists?
Ask Notis to report possible duplicates for review instead of creating another record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Clientary. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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