Keep lead records current after a confirmed rejection
Use a clear disposition payload to remove a lead that should no longer remain in Clientary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Lead
Permanently deletes a lead and its related estimates and contacts; this cannot be undone.
Why this helps
Old rejected leads can clutter follow-up lists, while mistaken deletions are difficult to reverse.
- Use explicit disposition context before acting.
- Reduce clutter from leads marked for removal.
- Keep a report of the decision and result.
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.
- 3Ask Notis in one instruction to delete a Clientary lead only when the submitted disposition explicitly confirms removal and includes the lead identifier.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real confirmed disposition and verify the intended lead identifier.
Questions about this workflow
Can this action be undone?
No. Clientary describes lead deletion as permanent, so the instruction should require explicit confirmation and a valid lead identifier.
Will AI decide that a lead is rejected?
It can interpret supplied disposition text, but deletion should occur only when the payload clearly confirms the decision.
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
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