Create Clientary leads from validated prospects
Capture prospect details once and give your team a cleaner lead list to work from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Unverified email addresses in a lead list create avoidable follow-up failures.
- Check an address before adding a lead.
- Reduce rework caused by malformed prospect details.
- Keep prospect intake moving without switching apps.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Clientary once in the Notis portal.
- 2Create an automation and describe the lead intake outcome in one instruction.
- 3Choose a webhook trigger for new prospect details.
- 4Choose where run reports should go.
- 5Test with one real prospect and check the resulting lead.
Questions about this workflow
Does this workflow add a client too?
No. It creates a lead record in Clientary, which you can qualify separately.
Can it check the email first?
Yes. Tell Notis to use Abstract to validate the supplied email before creating the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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