Create Clientary leads from review-ready Aeroleads contacts
A recurring data review can make it easier to spot which researched prospects are ready for a useful follow-up.
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
Incomplete contact details can interrupt outreach planning and leave CRM records too thin to act on.
- Use your required contact details as a readiness check.
- Keep incomplete prospects out of the active Clientary lead queue.
- Create leads from prospect data prepared for your 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 contact data review.
- 3Tell Notis which contact details are required and to create Clientary leads for prospects with complete data.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one complete and one incomplete real prospect example.
Questions about this workflow
Which contact details will the workflow check?
Specify the required details in the automation prompt, such as a business email, and confirm they are available in the data Notis receives.
Does this enrich missing information?
No. The workflow reviews available data and creates leads for matches. It does not perform Aeroleads enrichment unless that capability is separately available to the automation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.