Give promising outreach responses a follow-up home
Move a positive response from outreach into a lead record that can be acted on.
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 promising reply can be lost among other conversations before anyone records the next step.
- Capture qualifying responses as leads.
- Keep the original company and contact context together.
- Make follow-up less dependent on inbox triage.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, for response capture.
- 3Tell Notis what response signals qualify and to create a Clientary lead using the details supplied in the request.
- 4Choose the notis_webhook trigger and a run-report destination.
- 5Test with one real response and check that the qualification decision is grounded in its contents.
Questions about this workflow
Will every response create a lead?
No. State which response signals qualify. Notis should report ambiguous replies for review rather than treat all replies as opportunities.
Does Notis read Affinity conversations automatically?
No Affinity trigger event is listed here. The webhook request must provide the relevant response content or context.
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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