Keep promising Gmail inquiries from getting lost
A new inquiry can become a Clientary lead while the conversation is still fresh.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Copying inquiry details into a lead record adds busywork and makes it easy for promising prospects to slip through.
- Capture clear prospects without switching apps.
- Skip messages that lack enough information to create a useful lead.
- Get a run report when an inquiry needs your attention.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a Clientary lead from a new Gmail message when it contains a clear inquiry and enough contact details; report missing details for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real inquiry and confirm the lead details.
Questions about this workflow
Will every new email become a lead?
No. Tell Notis to create a lead only when the message is a clear business inquiry and contains enough information. Other messages can be left untouched.
What if the email is missing a company or contact detail?
Ask Notis to report the missing information for review instead of creating an incomplete lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Clientary. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.