Put your Aeroleads prospect review on the Clientary task list
Give recurring prospect review a visible task so it is easier to return to the work when your week gets busy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
A review cadence can be planned but still disappear when it is not captured as work in the task system.
- Represent prospect review as a task in Clientary.
- Create a recurring prompt to revisit available prospect data.
- Keep the review visible alongside other client work.
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 recurring review task.
- 3Tell Notis to create a Clientary task reminding you to review the available Aeroleads prospect batch.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test one run and confirm the task title makes the next action obvious.
Questions about this workflow
Will the task contain a list of prospects?
Only if prospect data is available to the run and your instruction asks Notis to include relevant details in the task title or supported fields.
Does the task action require a project?
No. A project association is optional for the listed Create Task action.
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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