Route the right Aeroleads prospects to Clientary
Put your sales fit rules into the handoff so stronger prospects reach Clientary with less sorting by hand.
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
Unfiltered prospect handoffs create more CRM noise and make it harder to spot the people worth contacting.
- Apply your business's sales fit criteria at the handoff point.
- Create Clientary leads for prospects that meet the criteria.
- Limit manual sorting between prospect discovery and CRM follow-up.
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 fit-based routing workflow.
- 3Tell Notis the sales fit criteria to evaluate and to create a Clientary lead only when the prospect qualifies.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one prospect that fits and one that does not.
Questions about this workflow
Can Notis invent a fit score?
You should provide the criteria and any scoring scale you want used. Notis can only assess information present in the request or accessible from the connected app.
What happens to prospects that do not qualify?
The prompt can instruct Notis to leave them out of Clientary and report the decision. The action in this workflow creates leads only for matches.
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.