Give every Agiled inquiry a Clientary lead record
Turn a ready-for-follow-up inquiry into a Clientary lead while its details are easy to find.
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
Inbound inquiries can lose momentum when a person has to copy each one into another CRM.
- Reduce manual sales admin
- Keep inquiry details available for follow-up
- Check for an existing lead before adding another
Setup
Build it in a few focused steps.
- 1Connect Agiled and Clientary to Notis once.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: find the Agiled inquiry and create a Clientary lead with available company and contact details, checking for an existing match first.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real inquiry webhook and confirm the lead details in Clientary.
Questions about this workflow
How is this different from the opportunity workflow?
This workflow handles an inquiry when it is ready for sales follow-up; the opportunity workflow is for a prospect already represented as an Agiled opportunity.
What if the inquiry has no company details?
Ask Notis to use the details available and report any information needed to complete the lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Clientary. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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