Keep proposal follow-up visible in Clientary
A deal entering proposal review can create a Clientary lead for the prospect details and next steps.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Proposals can be sent or discussed in one system while the follow-up record remains somewhere else.
- Keep proposal-stage prospect records visible in Clientary
- Carry available company and contact context forward
- Make follow-up easier to pick up after a context switch
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for proposal tracking.
- 3Tell Notis to create a Clientary lead when a deal enters your proposal stage, using available company and contact details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and confirm the lead contains useful details.
Questions about this workflow
Which stage should trigger the lead?
Specify the exact name of your proposal stage in the automation instruction.
What if the deal does not include contact details?
Ask Notis to create the lead only when the information required by Clientary is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clientary. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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