Run a scheduled Aeroleads to Clientary lead review
Set a regular prospect review so suitable contacts can move into Clientary without relying on a calendar reminder and a manual copy session.
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
Prospect lists can sit untouched when research, qualification and CRM updates compete for attention.
- Create a predictable review rhythm for prospect data available to Notis.
- Apply qualification criteria you provide in the automation prompt.
- Reduce the time spent transferring selected prospects into Clientary.
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 scheduled prospect review.
- 3Tell Notis what prospect data to review, which criteria to apply, and to create Clientary leads for matches.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real prospect example and confirm the schedule and results.
Questions about this workflow
Does the schedule search Aeroleads automatically?
The schedule starts the Notis automation. The prompt can only use Aeroleads data that Notis can access through the connected app or information provided to the run.
Can I change which prospects qualify?
Yes. State your qualification criteria in the automation instruction and update them when your process changes.
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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