Review Clientary leads from a Todoist task
Ask for your lead pipeline where you already manage your next actions.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Sales follow-up slips when pipeline context is separate from your daily task planning.
- Plan follow-up with current data
- Reduce pipeline blind spots
- Create focused sales reviews
Setup
Build it in a few focused steps.
- 1Connect Todoist and Clientary in the Notis portal.
- 2Create an automation named Todoist lead pipeline review.
- 3Tell Notis to list Clientary leads and summarize the follow-up view requested in each new task.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one pipeline review task.
Questions about this workflow
Can I ask for a particular sort order?
Include the desired sorting context when it is supported by the Clientary list action.
Will this change lead records?
No. This workflow lists and summarizes leads for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Clientary. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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