Give quiet qualified deals a fresh follow-up path
Bring quiet, qualified opportunities back into view with a Clientary lead for the next conversation.
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
Promising deals can fade from view when recent activity and follow-up ownership are hard to spot.
- Revisit quiet deals using an explicit inactivity rule.
- Create a visible follow-up record for qualified opportunities.
- Focus attention on opportunities with a clear reason to resurface.
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 quiet deal review.
- 3Tell Notis the qualification and inactivity rules, then ask it to create Clientary leads for matching deals based on available Affinity history.
- 4Choose the notis_cron trigger and a report destination.
- 5Test with a real quiet deal and verify the history and qualification information are available.
Questions about this workflow
Can Notis determine that a deal has gone quiet?
Only if activity history or a last-activity date is available. Supply an inactivity threshold in your instruction.
How does this differ from a routine qualified lead handoff?
This review specifically looks for qualified deals with an inactivity gap, using the history and threshold you provide.
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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