Keep Aeroleads prospects moving into a Clientary follow-up queue
Turn a regular prospect review into a clear Clientary lead queue so follow-ups have a place to land.
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
Prospects that need a next step can disappear between research sessions when no one has time to rebuild the follow-up list.
- Create a recurring review point for prospects needing follow-up.
- Use your stated criteria to decide which prospects become Clientary leads.
- Make the handoff visible in the CRM your team already uses.
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 weekly follow-up review.
- 3Tell Notis how to identify prospects that need follow-up and to create a Clientary lead for each match.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one real prospect that needs follow-up and review the lead created.
Questions about this workflow
How does Notis know a prospect needs follow-up?
Specify the criteria in the prompt and ensure the needed status or context is available to Notis from Aeroleads or the scheduled run input.
Does the workflow send outreach?
No. The selected Clientary action creates leads. It does not send prospect outreach.
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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