Keep AgencyZoom prospects moving in Clientary
Bring a prospect into Clientary as a lead when you send a Notis webhook, so it is ready for the next sales step.
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
Prospect details can get stranded in AgencyZoom while follow-up work happens elsewhere.
- Reduce duplicate data entry across agency and client systems.
- Keep available company and contact information together.
- Surface missing details instead of filling them in by guesswork.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary lead from the prospect details available in AgencyZoom, noting missing fields for review.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real prospect example.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it. AgencyZoom does not provide a listed trigger event in this setup.
What if the prospect record is incomplete?
Tell Notis to use only available details and report which information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Clientary. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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