Create Clientary leads from target-industry Aeroleads prospects
Keep your pipeline aligned with your target market by making an industry-focused prospect review part of your routine.
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
Prospects across many sectors create noise when your team is trying to focus on a specific market.
- Apply a target-industry filter to available prospect information.
- Add matching prospects to Clientary as leads.
- Make market-focused prospect review a repeatable task.
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 industry prospect review.
- 3Tell Notis which industries to include and to create Clientary leads for matching prospects.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with a real prospect from a target industry and one outside it.
Questions about this workflow
Where do I set target industries?
Describe the industries in the automation prompt. Ensure industry details are available in the prospect data Notis can access.
Can the target list change?
Yes. Update the prompt when your target industries change and review the next 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.