Move qualified AnyDB prospects into Clientary
Make prospect triage easier to revisit. Notis can review the qualification signal you define in AnyDB and create a Clientary lead from each matching prospect record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
Prospect databases need regular attention, and qualified records can be missed when creating leads depends on manual review.
- Create leads from an explicit qualification rule.
- Give prospects a recurring review path.
- Reduce manual copying between prospect lists and CRM.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Clientary once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, specify which prospect records qualify and ask Notis to create Clientary leads using the provided company and contact details.
- 4Choose the notis_cron trigger and set the review schedule.
- 5Choose a report channel and test with one real qualified prospect.
Questions about this workflow
Can Notis qualify prospects without a supplied rule?
No. Define the qualification criteria in the record or automation instruction so Notis can apply them consistently.
What if a prospect record lacks contact details?
Notis should use only details provided. Make the required company and contact information available before expecting a complete lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Clientary. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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