Bring enriched Aeroleads contacts into Clientary
Keep the people behind a prospect connected to the right client account with a focused contact handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a new contact for a client.
Why this helps
A useful contact's name and business email can end up stranded in prospect research instead of the account where your team works.
- Capture a person and business email in the related Clientary account.
- Reduce manual contact entry after prospect research.
- Keep the workflow focused on contacts with a known client association.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact handoff.
- 3Tell Notis to create a contact for the specified Clientary client using the person's name and email from the request.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real contact and a valid existing client association.
Questions about this workflow
What does Clientary require for a contact?
The listed action requires a name and email, and the contact must be associated with a specified client.
Will this create the client account too?
No. This action creates a contact within a specified client. The client association must already exist or be provided by your workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clientary. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Aeroleads and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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