See which leads deserve attention this week
Get a focused view of lead priorities without scanning the entire list yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Retrieves the lead list.
Why this helps
When lead lists grow, choosing where to focus can take more effort than following up.
- Turn a long lead list into a focused review.
- Base prioritization on details actually available in records.
- Spend less time deciding where to start.
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 review available Clientary leads and report a prioritized shortlist with reasons based only on record details.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and check the shortlist against the lead records.
Questions about this workflow
Does the AI know which leads are most likely to buy?
It can rank based on available record details, but it cannot know unrecorded buyer intent or future outcomes.
Can I provide my own prioritization criteria?
Yes. State the criteria in the automation instruction, such as explicit buying timeline or a recorded next step.
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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