Create Clientary leads from Trello prospect cards
Keep prospecting lightweight in Trello while Clientary holds the lead record.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Prospect cards are easy to create but hard to keep synchronized with the CRM.
- Centralize prospect records
- Reduce CRM backlog
- Keep outreach context available
Setup
Build it in a few focused steps.
- 1Connect Trello and Clientary once.
- 2Create an automation with the lead card criteria.
- 3Tell Notis to create a Clientary lead from each qualifying new card and report missing contact details.
- 4Choose Trello New Card and a report channel.
- 5Test with one prospect card.
Questions about this workflow
Can cards for existing clients be excluded?
Yes. State which labels or wording identify prospects in your instruction.
What happens when email is missing?
Notis can report the card for enrichment instead of creating an incomplete lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Clientary. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.