Keep qualified prospects moving toward follow-up
Let targeted research feed your pipeline when a prospect meets the criteria you care about.
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
Qualification decisions can be separated from the CRM entry, leaving good prospects without a next step.
- Apply your stated fit criteria to incoming research.
- Create a CRM record only for qualifying prospects.
- Keep supplied qualification context with the lead.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what makes a prospect qualified and to create a Clientary lead only when the incoming request includes evidence meeting those criteria.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one qualifying prospect and one non-qualifying example, then inspect the result.
Questions about this workflow
Can Notis qualify a prospect without criteria?
No. Define the criteria in your instruction or include them with the request, and ensure the incoming research contains the evidence needed.
What happens to a non-qualifying prospect?
The instruction should say not to create a lead when the stated criteria are not met.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Clientary. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.