Get a scheduled view of lead coverage
Have Notis review Salesforce lead activity against Clientary leads and point out records that may need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to retrieve all leads with pagination support. Use when you need to fetch a list of leads from Clientary with optional sorting by name or date.
Why this helps
Leads can fall out of view when nobody has time to reconcile two systems by hand.
- Make lead gaps easier to spot
- Reduce manual reconciliation
- Get a focused list for follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the review: compare available Salesforce leads with Clientary leads, identify likely missing matches, and summarize records needing attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period.
Questions about this workflow
Will it create missing Clientary leads automatically?
This workflow lists Clientary leads for comparison and reports likely gaps. It does not create records as part of the review.
Can the comparison be exact?
Notis can compare available details. Provide the identifiers or matching rules you want used, since the apps may not share a common ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Clientary. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.