Turn scheduled prospect research into Clientary leads
Set a recurring review of AgentQL prospect results so qualified opportunities become Clientary leads without a separate manual sorting session.
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
Prospect research builds up faster than a founder can revisit every result and decide what deserves follow-up.
- Batch review new research on a predictable schedule.
- Focus lead creation on prospects that match stated criteria.
- Reduce the chance that promising prospects sit in a queue.
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 AgentQL prospect research available at each run and create Clientary leads only for prospects meeting your stated qualification criteria.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real prospect result and confirm its qualification and lead details.
Questions about this workflow
Does the schedule automatically collect new research from websites?
The schedule starts the automation. Ensure AgentQL research is available to Notis at run time, and specify the research scope in your instruction.
How should I prevent duplicate leads?
Instruct Notis to check available Clientary lead information before creating a record and report possible matches for review.
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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