Move Qualified Account Signals Into Clientary
Keep the accounts worth pursuing in your pipeline, along with why they qualified.
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
Strong account signals can be forgotten when they remain embedded in ad research.
- Apply your qualification criteria consistently.
- Capture useful source context with a lead.
- Avoid creating records for incomplete or weak signals.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that checks a supplied account signal against your qualification rules and creates a lead only when company details are present.
- 3Pick the webhook trigger.
- 4Choose where run reports go.
- 5Test with one qualified signal and one incomplete example.
Questions about this workflow
Can Adyntel provide account intent signals?
The listed source capabilities include fetching LinkedIn ads and analyzing competitors, but do not specify intent scoring. Supply the signal and rules you want evaluated.
Will incomplete signals still create a lead?
Instruct Notis to skip lead creation when required company or contact details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Clientary. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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