Clear rejected leads from Clientary
Keep the pipeline focused when a lead is explicitly marked for removal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Rejected leads linger in sales lists and create distracting follow-up noise.
- Keep lead lists focused
- Prevent accidental follow-up
- Tie deletion to a specific lead ID
Setup
Build it in a few focused steps.
- 1Connect 1Password and Clientary in Notis once.
- 2Create an automation named Rejected lead cleanup.
- 3Tell Notis to delete the Clientary lead named in the webhook only when the payload confirms a final rejection.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with a disposable rejected lead.
Questions about this workflow
Can it delete a lead based on a guess?
No. Require an explicit rejection and the exact Clientary lead identifier.
What happens to related records?
Clientary also deletes associated estimates and contacts for that lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Clientary. A trigger fires from one place; an action lands in another.
1password triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Lead
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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.
1password and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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