Create Clientary leads from 7shifts prospect activity
Keep promising restaurant opportunities from disappearing between operations and sales.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Prospect signals can be visible in one system but never become actionable sales records.
- Centralize qualified prospects
- Reduce missed follow ups
- Give sales a clean queue
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Clientary in Notis once.
- 2Create an automation that reviews recent 7shifts activity and creates a Clientary lead when the prospect meets your criteria.
- 3Pick a recurring cron schedule.
- 4Choose the report channel and test with one qualifying prospect.
Questions about this workflow
Who decides if a prospect qualifies?
Describe your qualification rule in the prompt, and ask Notis to explain exclusions in the report.
Will every activity create a lead?
No. The instruction can limit lead creation to the signals you define.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Clientary. A trigger fires from one place; an action lands in another.
7shifts 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.
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.
7shifts and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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