Turn email-ready Aeroleads prospects into Clientary leads
Move prospects forward when the business email you need is available, without copying details into Clientary by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
A prospect can be ready for outreach but still sit outside the system where you manage sales follow-up.
- Create leads when the information required for your next step is present.
- Keep the prospect handoff tied to a webhook request.
- Reduce manual copying after contact research.
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 email-ready lead handoff.
- 3Tell Notis to check for a business email in the incoming prospect details and create a Clientary lead when present.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one prospect that has a business email and one that does not.
Questions about this workflow
Does this workflow find the email address?
The workflow uses details in the request or available from the connected Aeroleads account. It does not itself guarantee email discovery.
What if no business email is included?
The prompt can instruct Notis to skip lead creation and report that the required detail was unavailable.
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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