Save agency-fit websites as Clientary leads
Turn a researched website into a lead when it matches the kinds of SEO clients you want to serve.
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
Good-fit sites can be buried in research notes with no simple way to bring them into the sales pipeline.
- Use your stated agency fit criteria to screen research.
- Add relevant prospects to Clientary with their fit rationale.
- Keep research from becoming a separate, forgotten list.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to compare supplied website research with your agency fit criteria and create a Clientary lead only for a match.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one good-fit and one poor-fit example and review the created lead.
Questions about this workflow
Does Notis know which clients fit my agency?
Only if you provide your criteria in the instruction or payload. Notis can assess the supplied Ahrefs research against those criteria.
Does the automation add every analyzed website?
No. The instruction can require a match before a lead is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Clientary. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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