Update a Clientary client when a prospect profile changes
Keep relationship records current as prospect details evolve in Workday.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
Update Client
Tool to update an existing client record in Clientary with partial or complete field modifications. Use when you need to modify client details such as name, address, description, or custom fields. All fields except ID are optional.
Why this helps
Changed contact details or status can leave Clientary records out of date.
- Reduces stale contact data
- Highlights status changes
- Keeps relationship context consistent
Setup
Build it in a few focused steps.
- 1Connect Workday and Clientary in Notis once.
- 2Create an automation named Prospect profile sync.
- 3Tell Notis to update the matching Clientary client with changed profile details and a concise change note.
- 4Pick the Workday Prospect Profile Changed trigger and choose a report channel.
- 5Test with one prospect profile update.
Questions about this workflow
What if there is no matching Clientary client?
Ask Notis to report the mismatch instead of creating a new record.
Can it update only changed fields?
Yes. Tell Notis to preserve unchanged Clientary fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Clientary. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
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.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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