Capture researched prospects as Clientary leads
Move a promising website prospect into Clientary while the research is still fresh.
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
Promising prospects found during research can get lost between browser tabs and your CRM.
- Keep researched prospects in your sales pipeline.
- Reduce copy and paste between research and CRM.
- Preserve the details included in the incoming request.
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 create a Clientary lead from each incoming prospect research request, using only the supplied company and contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect request and review the created lead.
Questions about this workflow
Does Agenty provide a native trigger for this workflow?
No Agenty trigger event is listed here. The workflow starts when a request reaches its Notis webhook.
What if the research result lacks a contact email?
Notis can use the details provided, but it cannot supply missing contact information. Review the result before relying on the lead for outreach.
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
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