Bring selected older Aeroleads prospects back to Clientary
Give worthwhile older prospects another look and create a Clientary lead when your team decides a follow-up is appropriate.
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
Older research is easy to forget, even when a prospect may still fit your current needs.
- Create a regular checkpoint for older prospect research.
- Use your own criteria to decide which contacts merit a fresh follow-up.
- Put selected prospects back into the system where sales work happens.
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 older prospect review.
- 3Tell Notis which available date or status details define an older prospect and when to create a Clientary lead.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one older prospect your team has chosen to revisit.
Questions about this workflow
Can the workflow find prospects that have not been contacted recently?
Only if contact history or a relevant date is accessible to Notis. Otherwise provide the last-contact information or use another review signal.
Will the workflow send a reactivation message?
No. It creates Clientary leads for selected prospects and does not send outreach.
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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