Move researched prospects into Clientary leads
Send an AgentQL prospect research result to Notis and keep promising leads in Clientary, ready for your next conversation.
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 research gets scattered across browser tabs, making it easy to forget who needs follow-up.
- Capture useful prospect details while the research is fresh.
- Reduce repetitive copying from browser research into your CRM.
- Keep qualified opportunities in one place for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the submitted AgentQL research, create a Clientary lead for a clearly qualified prospect, and leave uncertain or incomplete prospects out.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real research result and confirm the lead details in Clientary.
Questions about this workflow
What should the webhook contain?
Send the AgentQL research result with the prospect's available company and contact details, plus enough context to judge whether it meets your qualification criteria.
Will it create a lead when details are missing?
Tell Notis which details are essential. It can skip incomplete prospects and explain the missing information in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clientary. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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