Reconcile active Agiled prospects with Clientary
Let Notis look for active prospects that never made it into Clientary and create the missing lead records.
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
Leads can fall through the cracks when prospect tracking is not consistent across tools.
- Find prospects missing from the target CRM
- Reduce duplicate prospect entry
- Keep active pipeline records aligned
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: compare active Agiled prospects with Clientary leads and create a lead only when no matching record exists.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run the comparison on one real prospect and review the Clientary lead.
Questions about this workflow
How does Notis know whether a lead is missing?
It can compare details available in both connected apps, such as a company or contact identifier. Ask it to report uncertain matches.
Will closed prospects be included?
The instruction can limit the review to prospects that Agiled identifies as active.
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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