Give lead research a trackable next action
Make a specific research request actionable by creating a task where the team tracks the work.
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
Research requests can remain as informal notes without a clear task or place to track the effort.
- Turn a defined request into a trackable task.
- Keep the action under the relevant project.
- Make research work easier to pick up and complete.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation that turns a clear research request into a task.
- 3Pick the Notis webhook trigger for the research request.
- 4Choose where Notis should send run reports.
- 5Test with one request and verify the task appears in the intended project.
Questions about this workflow
Can this choose a project when the request is vague?
The automation needs enough context to identify the intended Clockify project. Ask it to report missing context rather than choosing arbitrarily.
Does the task include a deadline?
The action description does not list a due date field. Include a deadline in the task text if useful and supported by your setup.
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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