Put enriched Aeroleads prospects into Clientary
When your enrichment step is finished, make the prospect ready for follow-up in Clientary without another manual transfer.
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
Enrichment is only useful when its results make it into the place where your team decides what to do next.
- Connect completed enrichment with a Clientary lead record.
- Carry available updated prospect details into the sales workflow.
- Remove a manual handoff after research is complete.
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 enrichment handoff.
- 3Tell Notis to create a Clientary lead from the enriched prospect details received in the request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real prospect after enrichment and review the resulting lead.
Questions about this workflow
Does this workflow perform enrichment?
No. It starts when the webhook request arrives and uses the prospect details available at that time.
What should I include in the request?
Include the prospect information needed to create and recognize the lead, along with any useful enrichment results.
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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