Turn qualified Agile CRM prospects into Clientary leads
Move qualified prospects into Clientary with the details your team needs to follow up.
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
Qualified prospects can get lost when their details and context have to be copied between sales tools.
- Reduce repeated data entry between sales systems.
- Keep qualification notes with the prospect handoff.
- Make the next follow-up easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in the portal or from any channel.
- 3In one instruction, ask Notis to create a Clientary lead from each webhook payload that contains a qualified Agile CRM prospect and its available company, contact, and qualification details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect payload and review the result.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Agile CRM has no trigger event listed here, so the request must be sent when you want the handoff to happen.
What if a payload is missing prospect details?
Notis can only use the details provided. Include the required information for a Clientary lead, and review run reports for incomplete requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clientary. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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