Keep Researched Prospects Ready for Follow-Up
Carry the reason a prospect stood out into the place you manage leads.
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
A researched prospect loses useful context when its company details are copied without the reason it was selected.
- Keep prospect details and relevant ad context together.
- Make a researched prospect visible to the sales workflow.
- Avoid inferring contact information that was not supplied.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that creates a lead from supplied company and contact details and retains the relevant ad research context.
- 3Pick the webhook trigger.
- 4Choose where run reports go.
- 5Test with one real prospect and ensure contact details are supplied and accurate.
Questions about this workflow
Does Adyntel find contact details?
The listed capabilities do not promise contact discovery. Include contact information in the webhook request when required to create a useful lead.
Can the research be included with the lead?
Include the relevant findings in the request and instruct Notis to preserve them in the lead information where supported.
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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