Convert Parsed Resumes Into Clientary Leads
Send a parsed resume to Notis and keep candidate details ready for follow-up in Clientary.
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
Copying candidate names, emails, and experience out of parsed resumes makes recruiting follow-up easy to delay or lose.
- Create a lead from a resume without retyping its details.
- Keep candidate information in the system where follow-up happens.
- Reduce context switching between document review and lead tracking.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for resume intake.
- 3Tell Notis to create a Clientary lead from each parsed resume, using available company and contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed resume and review the lead details.
Questions about this workflow
Does Affinda start this workflow directly?
Affinda has no listed trigger event here. A Notis webhook starts the automation when it receives the parsed resume data.
What if the resume has no company details?
Tell Notis how to handle missing details in the instruction, such as leaving them blank or flagging them in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Clientary. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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