Keep Monthly Ad Opportunities in Your Pipeline
Turn promising market signals into follow-up records while the context is fresh.
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
Potential customer or market opportunities can disappear after a one-off ad research session.
- Keep qualified opportunities visible in Clientary.
- Attach the campaign or market signal behind each lead.
- Avoid treating every ad observation as a sales opportunity.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that reviews campaign insights monthly and creates leads only for opportunities with supplied company and contact details.
- 3Pick a recurring schedule.
- 4Choose where run reports go.
- 5Test with one real opportunity and verify the lead is complete enough to follow up.
Questions about this workflow
Can an ad insight alone become a lead?
Usually a lead needs company or contact details. Supply those details or instruct Notis to skip lead creation when they are missing.
Can I define what qualifies as an opportunity?
Yes. State your qualification criteria in the automation instruction.
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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