Add new Stripe checkout customers to Clientary
A completed checkout can start the client relationship without another manual data entry step.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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
New customers can get lost between payment confirmation and setting them up in your client workspace.
- Capture new paying customers in Clientary promptly
- Reduce duplicate entry after checkout
- Keep new client setup connected to the payment event
Setup
Build it in a few focused steps.
- 1Connect Stripe and Clientary once in the Notis portal.
- 2Create an automation in Notis from any channel or under Automations, New Automation.
- 3Tell Notis to create a Clientary client from the customer details available when checkout completes.
- 4Choose the Stripe Checkout Session Completed trigger and a report channel.
- 5Test with one real completed checkout and review the run report.
Questions about this workflow
What starts this workflow?
A completed Stripe Checkout Session starts it.
What customer details will Clientary receive?
Notis can use details present in the event. If you need a particular company name or contact detail that Stripe does not provide, include that information in the instruction or supply it separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Clientary. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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