Create Clientary leads from form submissions
Route a website inquiry into Clientary as soon as your form sends Notis an HTTP request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Why this helps
Form inquiries can wait in a separate inbox or spreadsheet while your team is busy elsewhere.
- Put form inquiries into the lead pipeline promptly.
- Reduce manual transfer from form tools.
- Keep intake consistent even during busy days.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation in the portal and choose a webhook trigger.
- 3In one instruction, ask Notis to create a Clientary lead from each request using the submitted prospect details.
- 4Choose where run reports should go and send your form or intake service to the webhook URL Notis provides.
- 5Test with one real form submission.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Connect the form or intake service so it sends each submission to that URL.
What if a submission omits prospect details?
Tell Notis how to handle missing details. It can report incomplete submissions for review rather than creating a record without useful information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clientary. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Agent mail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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