Check for an existing Clientary client before creating one
Prevent duplicate client records when a new support user joins an existing account.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
List Clients
Tool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting.
Why this helps
Creating a fresh record for every new user can fragment account history across duplicate clients.
- Prevent duplicate records
- Preserve account history
- Improve onboarding accuracy
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Clientary in Notis once.
- 2Create an automation and describe the matching evidence to review.
- 3Tell Notis to list or identify possible Clientary client matches for each new Zendesk user and report the result.
- 4Select New User Created as the trigger and choose a report channel.
- 5Test with one user from an existing account.
Questions about this workflow
Does this create a client automatically?
No, this workflow checks for matches; use a separate create workflow when a new record is confirmed as needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Clientary. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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