Keep a declined proposal from ending the relationship
A declined proposal can still lead to future work. Put the prospect into a follow-up queue with the reason and timing in context.
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
A no today can become a lost relationship when there is no lightweight way to remember a future check-in.
- Retain useful context around a declined proposal.
- Make future follow-up easier to schedule and find.
- Avoid leaving a prospect only in an old document.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create it conversationally.
- 3Tell Notis to create a Clientary lead when a declined proposal request arrives, including the supplied reason and follow-up context.
- 4Select an incoming webhook trigger and a reporting channel.
- 5Test with one declined proposal case and check that the lead is appropriate.
Questions about this workflow
What sends the decline status?
Your proposal workflow or a custom backend sends that status to the Notis webhook.
Could this create duplicate leads?
Ask Notis to check the supplied context and flag possible duplicates for review before creating a 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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