Capture AnyDB inquiries as Clientary leads
Move new inquiries into Clientary while the conversation is still fresh. Send an AnyDB record to Notis, and it creates a lead from the details provided.
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
Manually transferring inquiry details into a CRM creates extra context switching and makes promising leads easier to miss.
- Capture inbound inquiries without retyping details.
- Keep lead creation close to the moment an inquiry arrives.
- Use a run report to spot incomplete source records.
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, ask Notis to create a Clientary lead from each incoming AnyDB inquiry, using only supplied details.
- 4Choose the notis_webhook trigger and send AnyDB records to the webhook URL.
- 5Choose a report channel and test with one real inquiry.
Questions about this workflow
Does AnyDB provide a native trigger for this workflow?
No. Use a Notis webhook, which starts the automation when AnyDB sends an HTTP request.
What information should the AnyDB record include?
Include the company and contact details you want used for the lead. Notis should leave unavailable details unspecified rather than inventing them.
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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