Turn lead research into a clear next step
Give a promising lead a concrete follow-up task, so the next action does not get buried in prospect research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task in a project, with optional estimates, assignees, and billable status.
Why this helps
A useful lead can still stall when its next step stays in someone's head or gets lost in a separate tool.
- Capture follow-up as actionable work.
- Keep the task beside the project where time is tracked.
- Reduce missed next steps after lead research.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation that identifies leads needing a specific follow-up task.
- 3Pick the Notis webhook trigger for the incoming lead request.
- 4Choose where Notis should send run reports.
- 5Test with one real lead and verify the task lands under the intended project.
Questions about this workflow
Does this create a new project as well?
No. It creates a task under a project. Make sure the relevant Clockify project already exists or include enough context for Notis to identify it.
Can it invent a next step for every lead?
Describe which lead details justify a task. If the next step is unclear, the instruction should have Notis report that instead of guessing.
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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