Turn checked prospect details into leads
Give new prospects a clear place in Clientary without retyping their submitted address details.
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
Prospect information can arrive in several places, leaving you to reconcile names, contact details and locations by hand.
- Capture prospects in Clientary promptly
- Keep address verification context with the intake request
- Identify incomplete details for follow-up
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 give it a clear name.
- 3Tell Notis to create a Clientary lead from the prospect information and Addresszen verification results in each request, flagging missing required details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect example.
Questions about this workflow
Does the workflow verify the address itself?
Addresszen provides address autocomplete and validation. This workflow uses verification results included in the incoming webhook request.
What if a prospect's details are incomplete?
Tell Notis in the instruction to report missing details for follow-up instead of creating an incomplete lead.
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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