Keep proposal interest visible in Clientary
Capture a prospect's WhatsApp interest in a proposal as a Clientary lead, with details ready for the next sales step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A prospect's expression of interest can be hard to distinguish from general chat once the conversation moves on.
- Give proposal prospects a pipeline record
- Keep the signal of interest with the lead details
- Make the next sales action easier to plan
Setup
Build it in a few focused steps.
- 1Connect 2chat and Clientary once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3Ask Notis to create a Clientary lead when a submitted WhatsApp message clearly expresses interest in a proposal or paid work.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real expression of interest and review the lead.
Questions about this workflow
Does this create or send a proposal?
No. It creates a lead using the listed Clientary action. Proposal creation is not among the allowed actions.
Can it distinguish interest from casual conversation?
State what counts as clear interest in your instruction and review the run report for judgment calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clientary. A trigger fires from one place; an action lands in another.
2chat 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.
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Create Lead
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Create Project
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Create Task
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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.
2chat and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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