Turn an Aeroleads prospect handoff into a Clientary task
Capture the next action as a task when a prospect is ready for follow-up, so the handoff does not end with a new record alone.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Adding a prospect to a system does not guarantee someone remembers the next step.
- Make the follow-up action explicit at prospect handoff.
- Create a task with a title based on the available context.
- Reduce the risk that a promising prospect sits without a next step.
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 prospect follow-up task.
- 3Tell Notis what follow-up task to create from the prospect details in the request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real prospect and confirm the task has a clear title.
Questions about this workflow
Can the task be associated with a project?
The listed action allows an optional project association. Provide a valid project association if your workflow requires one.
Does creating the task also create a lead?
No. This workflow uses the task action only.
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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