Give re-engagement prospects a fresh follow-up path
Bring selected dormant prospects back into an active sales queue with their supplied context.
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
Prospects who become relevant again can stay buried in old records without a clear next step.
- Make selected prospects visible for renewed attention.
- Carry forward the reason for re-engagement when supplied.
- Keep reactivation distinct from routine new lead intake.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation that describes which re-engagement requests should become leads.
- 3Ask Notis to create a Clientary lead from a webhook only when the request marks the prospect for re-engagement and provides the available lead details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real re-engagement prospect payload and review the new lead.
Questions about this workflow
How does Notis know a prospect should be re-engaged?
The webhook request must identify that decision and include the reason or context if you want it retained.
Does this find dormant prospects automatically?
No Agile CRM trigger events are listed. The webhook must be sent with the selected prospect details.
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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