Capture qualified inquiries as Clientary leads
Send an inquiry for AI review and keep promising prospects ready for a timely follow-up.
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 prospects can get buried in inboxes or arrive without enough context for a useful next step.
- Turn unstructured inquiry text into a useful lead record.
- Keep prospect details and follow-up context together.
- Reduce manual triage between AI analysis and client management.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api 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 assess each submitted inquiry and create a Clientary lead with the available company and contact details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and review the resulting lead.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow with inquiry content.
Can AI fill in missing company details?
It can summarize or extract details present in the submitted content. Missing facts should remain missing rather than be invented.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.