Create a prioritized Clientary queue from Aeroleads prospects
Bring the prospects that matter most to the top of your next sales session with a scheduled, criteria-based lead handoff.
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
A large prospect list can make it hard to decide where to begin and easy to spend time on lower-priority contacts.
- Apply your stated priorities to available prospect information.
- Create Clientary leads for prospects selected for attention.
- Make a large research list easier to turn into next actions.
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 prospect priority review.
- 3Tell Notis which criteria indicate priority and to create Clientary leads for prospects that meet them.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with real examples at different priority levels.
Questions about this workflow
Can Notis rank prospects without my criteria?
Give Notis the factors or rules you want it to use. The workflow should rely only on information available in the connected app or run input.
Does a higher priority change Clientary records?
The selected action creates leads. Include a priority note only if the action and available fields support it.
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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