Keep qualified prospects ready for follow-up
Set a recurring review for prospects that meet your own qualification criteria, then bring matching prospects into Clientary as leads.
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
Qualified opportunities can be overlooked when they remain buried in a broader prospect list.
- Focus Clientary lead creation on prospects that meet your stated criteria.
- Reduce manual scanning of AgencyZoom records.
- Make the qualification rule explicit and reviewable.
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 which AgencyZoom prospects qualify and to create a Clientary lead for each eligible prospect using available details.
- 4Pick a Notis recurring schedule and choose where run reports should go.
- 5Test with one qualifying prospect and one that does not qualify.
Questions about this workflow
What makes a prospect qualified?
Supply your own criteria, such as a specific field or status available in AgencyZoom. The workflow does not assume qualification rules.
Can it avoid duplicate Clientary leads?
Ask Notis to check available Clientary lead records before creation and flag likely duplicates for review.
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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