Turn a scheduled prospect review into a focused lead handoff
Make selected prospects actionable at review time with their supplied context ready in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
Regular pipeline reviews can identify a next prospect, but the follow-up gets delayed by a second manual entry step.
- Turn a selected review outcome into a lead record.
- Keep routine review work tied to a predictable schedule.
- Avoid creating leads when no prospect is selected for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Clientary once in the Notis portal.
- 2Create an automation and describe the prospect review outcome that should create a lead.
- 3Ask Notis to create a Clientary lead only when the scheduled run context includes a selected prospect and its available lead details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test one review run with a real selected prospect and check the result.
Questions about this workflow
Does Notis pull the Agile CRM pipeline during the scheduled run?
No Agile CRM trigger events or data retrieval capability are listed here. Provide the selected prospect details in the run context.
Can the schedule create a lead when no prospect is ready?
Instruct Notis to create a lead only when the review context identifies a selected prospect and includes the available 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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