Move qualified Aeroleads prospects into Clientary
When a prospect is ready for a sales conversation, pass the details into Clientary and keep your follow-up workflow moving.
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
Copying enriched prospect details into a second system adds friction and makes promising follow-ups easier to lose.
- Reduce manual re-entry between prospecting and client management.
- Keep company and contact context with the new lead when Aeroleads provides it.
- Use a webhook to start the workflow at the point your qualification process is ready.
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 give it a clear name.
- 3Tell Notis to create a Clientary lead from the qualified prospect details in the incoming Aeroleads request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real qualified prospect and review the run report.
Questions about this workflow
Does Aeroleads start this workflow automatically?
Aeroleads has no listed trigger event here. A notis_webhook starts the automation when an HTTP request is sent to it.
What happens if the prospect lacks a company or contact detail?
Notis can use details included in the request. Supply any required information that Aeroleads does not return, or review the run report if details are missing.
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.