Move researched Aeroleads prospects into a Clientary sales pipeline
Turn completed prospect research into a manageable next step by creating Clientary leads for prospects ready to pursue.
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
Research can become a dead end when the handoff into active sales work is another task to remember.
- Connect research completion with a concrete lead record.
- Use your own readiness rules to select prospects for the pipeline.
- Reduce the chance that researched prospects never receive a next step.
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 research handoff.
- 3Tell Notis how to identify researched prospects ready for sales and to create Clientary leads for them.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real researched prospect and confirm it is ready for the pipeline.
Questions about this workflow
What counts as researched and ready?
Define the signals in your prompt and make sure the relevant information is available to Notis during the scheduled run.
Will this create a project for each lead?
No. It creates Clientary lead records only.
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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