Create Clientary clients from approved Aeroleads prospects
Move the customer handoff forward as soon as a prospect is approved, with the available company details ready in Clientary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Rebuilding company records after a prospect becomes a customer delays project setup and creates duplicate typing.
- Start customer setup from a clear approval handoff.
- Carry available company information into the Clientary client record.
- Avoid a separate manual entry step after prospect qualification.
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 customer handoff.
- 3Tell Notis to create a Clientary client from the approved prospect details received in the request.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test the handoff with one real approved prospect.
Questions about this workflow
Should every Aeroleads prospect become a client?
No. Use this workflow when your own process has approved a prospect as a customer, and have the webhook request identify that approval.
Can the workflow create a contact too?
This workflow uses the Clientary Create Client action. A separate contact action is not included in this package.
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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