Give checked prospects a dependable next step
A light scheduled review can turn verified prospect details into follow-up records before they slip out of view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
Prospect follow-up gets crowded out when intake is handled only when you remember to check it.
- Create follow-up records from a supplied prospect list
- Review incomplete records in one run report
- Reduce reliance on memory for routine intake
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the supplied prospect list, create a Clientary lead for each eligible Addresszen-checked prospect, and report incomplete entries.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real prospect before the next scheduled run.
Questions about this workflow
Does Addresszen provide a native lead-created trigger?
No source trigger events are listed. This workflow uses a Notis recurring schedule.
Where must the prospect list come from?
The workflow needs a supplied list or accessible source of prospect details and Addresszen results; the event list does not describe a built-in queue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Clientary. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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