Give each evaluation inquiry a follow-up home
Turn a submitted evaluation request into a lead record while the context is still fresh.
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
Evaluation inquiries can be easy to lose when they arrive alongside workspace administration work.
- Create a lead record promptly
- Preserve the submitted company and contact context
- Make follow-up easier to find
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Clientary lead for each submitted evaluation inquiry, using only the details provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and review the lead.
Questions about this workflow
Does Anthropic administrator provide an evaluation event?
No trigger events are listed for Anthropic administrator. The workflow begins with a Notis webhook submission.
Can Notis invent missing lead details?
No. The instruction should limit the lead to submitted information and report anything essential that is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Clientary. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator 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.