Build a region-focused Clientary lead queue from Aeroleads
Focus prospecting on the regions your business can serve and let selected prospects flow into Clientary for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
Geographically irrelevant prospects can clutter the pipeline and consume attention before they are screened.
- Use your service regions as a prospect review criterion.
- Create leads for prospects in the locations you target.
- Reduce manual screening of geographically unsuitable prospects.
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 regional prospect review.
- 3Tell Notis which locations to target and to create a Clientary lead for matching prospects.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one in-region and one out-of-region prospect.
Questions about this workflow
What location information does the workflow use?
It can use location details available to Notis from the connected app or run input. Provide missing location details if they are required.
Can I update the regions later?
Yes. Change the regions in the prompt and check the next scheduled run report.
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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