Convert document inquiries into organized leads
When a ComPDF extraction surfaces a new prospect, Notis can place the opportunity in Clientary so you can follow up without retyping the basics.
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
Promising inquiries buried in PDFs are easy to forget when switching between document review and sales admin.
- Keep extracted prospects visible in one sales queue.
- Avoid re-entering company and contact details.
- Make follow-up easier to start after document review.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Use one instruction: when a ComPDF intake request arrives, review its extracted prospect details and create a matching Clientary lead.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real extracted inquiry to the webhook and confirm the lead looks right.
Questions about this workflow
Does ComPDF trigger this automation directly?
No. ComPDF has no integration trigger here, so an external tool or custom backend sends the intake request to a Notis webhook.
Will Notis copy every extracted value automatically?
The prompt tells Notis what outcome you want. Review the created lead and refine the instruction if your documents vary.
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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