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Notis

Keep new creative inquiries from getting lost

Put a potential creative client into your follow-up system as soon as an inquiry arrives.

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

Potential client details can be overlooked when they arrive alongside active production work.

  • Create a lead from an inquiry sent to Notis.
  • Keep company and contact details in Clientary.
  • Make it easier to pick up sales follow-up after production work.

Setup

Build it in a few focused steps.

  • 1Connect Abyssale and Clientary once in the Notis portal.
  • 2Create an automation and describe which inquiries should become leads.
  • 3Pick the webhook trigger and choose where run reports go.
  • 4Send one real inquiry with company and contact details to test.

Questions about this workflow

Can this turn an inquiry into a client automatically?

This workflow creates a lead. Converting a lead to a client is not one of the specified actions.

Where does the inquiry come from?

A webhook request starts the automation. The request must include the inquiry details; Abyssale trigger events are not listed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abyssale to Clientary. A trigger fires from one place; an action lands in another.

Abyssale triggers

Clientary actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

Connect any two apps with Notis in the middle.

Abyssale and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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