Give referred Aeroleads prospects a place in Clientary
Keep a referral's prospect details and supplied introduction context together as your team picks up the conversation.
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
Referrals can get lost when the introduction, prospect research and CRM record live in separate places.
- Create a lead record from a referred prospect handoff.
- Keep supplied referral context with the prospect when available.
- Reduce manual entry at a high-value point in the sales process.
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 referral capture.
- 3Tell Notis to create a Clientary lead from the referred prospect and preserve supplied referral context in available details.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real referral handoff.
Questions about this workflow
Does Aeroleads provide referral information automatically?
No trigger events are listed for Aeroleads. Include the referral details in the webhook request or other information available to the run.
Can the workflow send an introduction email?
No. This workflow creates a Clientary lead; it does not send email.
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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