Move a qualified lead into the right contact list
Turn a research finding into an organized contact record when the available details and your qualification criteria match.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact in List
Adds a contact to a contact list.
Why this helps
Lead details gathered during research can get stranded in notes, leaving follow-up lists incomplete.
- Reduce manual copying from research into contact lists.
- Use your own criteria to decide which leads qualify.
- Add a contact when at least one supported contact detail is available.
Setup
Build it in a few focused steps.
- 1Connect Agenty and ClickSend once in Notis.
- 2Create an automation and describe the lead criteria and the contact list to use.
- 3Pick the Notis webhook trigger and send Agenty's relevant lead details to it.
- 4Choose where run reports go, then test with one real lead record.
Questions about this workflow
What contact information is required?
ClickSend requires at least one of phone number, email or fax number to create a contact in a list.
Can it add every company found by Agenty?
Describe qualification criteria so the workflow adds only the contacts you intend. Agenty must return the contact details needed for the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to ClickSend. A trigger fires from one place; an action lands in another.
Agenty triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Agenty and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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