Move qualified investors from Affinity into Clientary
Capture promising investor conversations as Clientary leads so the next step is easy to find.
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
Qualified investor details can stay buried in a pipeline while follow-up slips between tools.
- Keep qualified investor details in the system used for follow-up.
- Reduce retyping company and contact information.
- Make the next outreach step 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, and give it a clear name.
- 3Tell Notis to create a Clientary lead from the investor and company details in each qualifying Affinity request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real qualified investor example and check the resulting lead.
Questions about this workflow
Does Affinity start this automatically?
Affinity has no listed trigger event here. A notis_webhook starts the automation when an HTTP request is sent with the relevant Affinity details.
What if the request has no email or company details?
Notis can only use information present in the request. Include the details Clientary needs, or have Notis report that the record needs review.
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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