Move event prospects from Aeroleads into Clientary
Keep event follow-up moving by placing sourced prospects in Clientary with the event information your request supplies.
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
Post-event prospect lists can become another backlog when research details must be copied before follow-up begins.
- Create Clientary leads from event-related prospect requests.
- Keep event context available when included in the handoff.
- Reduce post-event data entry and follow-up delay.
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 event prospect capture.
- 3Tell Notis to create a Clientary lead from the prospect details and retain supplied event context where available.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one event prospect and its relevant context.
Questions about this workflow
Will the workflow know which event a prospect came from?
Include the event name or context in the webhook request if it is not available through the connected data.
Does this workflow create a follow-up task?
No. It creates a Clientary lead. A separate action would be needed for a task.
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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