Create cleaner Clientary leads from verified inquiries
Send an inquiry to a Notis webhook. Addressfinder checks the submitted details, and Notis creates a Clientary lead with the verified information.
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
Copying inquiry details into Clientary by hand can leave typos, invalid contact details, and incomplete lead records.
- Check submitted address and contact details before creating a lead.
- Reduce manual copying from inquiry forms or backend requests.
- Keep uncertain details out of Clientary until they can be reviewed.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Clientary once in Notis.
- 2Create an automation and describe how to validate incoming inquiry details before adding a lead.
- 3Choose a webhook trigger for the inbound request.
- 4Choose where Notis should send run reports.
- 5Test the workflow with one real inquiry and review the resulting lead.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow. Addressfinder has no trigger event for this package.
Does it create a lead if some details cannot be verified?
Tell Notis in the prompt to hold uncertain records for review instead of creating a lead.
What information should the request include?
Include the inquiry's available company, contact, address, email, and phone details. Addressfinder can only check information that is provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Clientary. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.