Create Clientary clients from Typeform intake
Turn a completed intake form into a ready-to-manage Clientary client.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Client onboarding details are scattered between forms and your billing system.
- Speed up onboarding
- Centralize company information
- Avoid retyping intake details
Setup
Build it in a few focused steps.
- 1Connect Typeform and Clientary once in Notis.
- 2Create an automation that creates a Clientary client from qualifying intake responses.
- 3Select New Form Response as the trigger.
- 4Choose where reports should go and test with one completed intake.
Questions about this workflow
Can this be limited to approved intakes?
Yes. In the automation instruction, define the approval language or response criteria.
Does it prevent duplicate clients?
Ask Notis to check existing Clientary clients before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Clientary. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
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.
Typeform and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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