Create a Clientary lead from a partner signup
Keep referral opportunities visible from the moment they arrive.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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
Partner-generated signups can be hard to distinguish and route manually.
- Preserve referral source context
- Speed partner follow-up
- Reduce missed opportunities
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Clientary once in Notis.
- 2Create an automation for partner signup lead capture.
- 3Tell Notis how to identify partner subscribers and what referral context to place in the lead.
- 4Pick the Mailchimp Subscribe Trigger and select a report channel.
- 5Test with one partner signup.
Questions about this workflow
Can it use a dedicated Mailchimp audience?
Yes. Mention the audience or subscriber context in the instruction.
Can the lead include the partner source?
Ask Notis to include any available source information in the lead details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Clientary. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Clientary.