Move approved Aeroleads companies into Clientary
Turn an approved company handoff into a Clientary client record and cut down the setup work between sales and delivery.
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
Company information often has to be copied again when a researched prospect becomes a new customer.
- Create a client record from an approved company handoff.
- Use available company details to reduce duplicate entry.
- Give delivery work a consistent customer record to start from.
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 company setup handoff.
- 3Tell Notis to create a Clientary client from the approved company details in the request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real company approved for customer setup.
Questions about this workflow
Should the workflow create clients for all researched companies?
No. Trigger it only after your process approves a company for customer setup.
Does this create contacts too?
No. The chosen action creates the Clientary client record. Contact creation would require a separate workflow.
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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