Prepare a project when a lead is ready for delivery planning
When a prospect is ready for onboarding planning, create a Clockify project to give the upcoming work a home.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create New Project
Creates a project in a workspace, optionally linked to a client.
Why this helps
A prospect's move from research to planned delivery can get lost between sales notes and project setup.
- Create a project when the work is concrete enough to plan.
- Make the sales to delivery handoff easier to see.
- Keep prospective client work organized in Clockify.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation that creates a project only when a lead has a defined onboarding need.
- 3Pick the Notis webhook trigger for the lead handoff request.
- 4Choose where Notis should send run reports.
- 5Test with one real handoff and review the project name and context.
Questions about this workflow
Does this create a Clockify client record too?
No. The selected action creates a project. A client record must already exist or be created separately.
Can a lead qualify without an explicit onboarding need?
You can define your own criteria, but the automation should not assume delivery readiness when the lead details do not show it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clockify. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Aeroleads and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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