Create a Clientary lead from a new slide
Move prospects from presentation notes into your sales pipeline.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Potential deals discussed in decks are easy to forget before anyone creates a lead record.
- Capture prospects immediately
- Reduce pipeline gaps
- Keep sales work in one place
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Clientary once in Notis.
- 2Create the automation and describe the desired result.
- 3Tell Notis to create a lead from prospect details on each new slide.
- 4Select New Slide Added as the trigger.
- 5Choose where reports go and test with a real prospect slide.
Questions about this workflow
What makes a slide suitable for lead creation?
The slide should contain enough prospect context, such as a company name and contact information.
Can Notis skip internal slides?
Tell Notis to create a lead only when the slide clearly describes an external prospect.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Clientary. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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