Route Security Service Referrals into Clientary
Capture a qualified referral with the contact details needed for a useful follow-up.
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
A potential security services conversation can disappear when referral details arrive alongside an IP alert.
- Create a lead from referral details supplied in a webhook.
- Keep abuse context attached to the lead information.
- Capture a concrete sales follow-up in Clientary.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to create a Clientary lead only when the webhook includes an actual prospective customer and contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, consented referral example.
Questions about this workflow
Does an IP reputation result itself identify a sales lead?
No. The listed Abuselpdb capabilities describe IP reputation and abuse data, not prospect identity or buying intent. Use this workflow only when a trusted referral supplies those details.
What contact details are needed?
The action description supports company details and contact information. Include the details needed for a useful lead record in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Clientary. A trigger fires from one place; an action lands in another.
Abuselpdb 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
Creates an invoice, optionally linked to a client.
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
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Abuselpdb and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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