Keep prospects visible after NDA intake
A confidentiality document often marks a real sales conversation. Put the prospect into Clientary so discovery has a clear next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Why this helps
Prospects can disappear between receiving formal paperwork and updating the sales pipeline.
- Capture prospect context at a meaningful sales milestone.
- Make discovery follow-up easier to remember.
- Keep sales details in the lead system.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to set it up conversationally.
- 3Use one prompt asking Notis to create a Clientary lead when an NDA intake request arrives, using the prospect details supplied.
- 4Choose an incoming webhook trigger and a channel for reports.
- 5Test with one NDA intake request and review the lead.
Questions about this workflow
Does this store the NDA in Clientary?
The action creates a lead record. It does not promise to upload or store the source document.
What if the prospect already exists?
Ask Notis to flag possible matches for review before creating another lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ComPDF to Clientary. A trigger fires from one place; an action lands in another.
ComPDF triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
ComPDF and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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