Turn parsed inquiries into Clientary leads
Move new prospect details into Clientary as soon as Airparser has extracted them, so you can focus on the conversation instead of retyping.
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
Promising inquiries can get buried while you copy contact and company details into your CRM.
- Reduce manual entry from inquiry emails and documents.
- Keep extracted prospect information ready for follow-up.
- Spend less time switching between parsing and client management.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Clientary once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3In one instruction, ask Notis to create a Clientary lead from each new parsed inquiry and include its available company and contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real parsed inquiry and review the resulting lead.
Questions about this workflow
What starts this workflow?
A webhook request starts it when Airparser sends parsed inquiry data to the automation.
Will it invent details that were not extracted?
No. Ask Notis to use only the available parsed information and leave missing details blank.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Clientary. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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