Give interested investors a trackable follow-up record
Record an investor's expressed interest where your follow-up work is already managed.
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 positive signal in a deal conversation can be hard to turn into a consistent next step.
- Convert an explicit interest signal into a lead.
- Keep company and contact context together.
- Make the next conversation easier to track.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, named for investor-interest capture.
- 3Tell Notis to create a Clientary lead only when the request records explicit investor interest, using the supplied details.
- 4Choose the notis_webhook trigger and report destination.
- 5Test with one real interest handoff and confirm the signal and lead details are clear.
Questions about this workflow
Will Notis infer interest from ambiguous notes?
Set a clear instruction for what counts as explicit interest and include the relevant note in the request. Ambiguous cases should be reported for review.
Is this the same as qualified lead capture?
No. This workflow uses an expressed interest signal as its decision point, while qualification can follow a separate set of criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clientary. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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