Make lead review a predictable routine
Bring your lead list and current research together for a focused follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Retrieves the lead list.
Why this helps
Lead follow-up slips when the pipeline is reviewed only after someone remembers to check it.
- Give lead review a recurring place in the week.
- Use current supplied research to inform follow-up.
- Get a concise list of leads that meet your criteria.
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 to retrieve Clientary leads and summarize which merit follow-up based on supplied research and your stated criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real lead list and sample research, then review the triage.
Questions about this workflow
Does this automatically contact leads?
No. The listed action here retrieves leads. The workflow produces a review report and does not send outreach.
What research is compared?
The request or automation must provide the research and any criteria needed. The described Agenty app does not supply a native trigger event in this package.
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.