Give team prospect work a shared project
When a lead needs more than one person's attention, create a project so related work has one place to live.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add User to Group
Adds a user to an existing workspace group.
Why this helps
Team follow-up becomes fragmented when each person tracks a promising prospect in a different place.
- Create one project as a shared home for prospect work.
- Make coordinated effort easier to track.
- Keep the lead handoff visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation for prospects that require coordinated team work.
- 3Pick the Notis webhook trigger for the team handoff request.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect and confirm the workspace project is appropriate.
Questions about this workflow
Does this add people to the project?
The selected action creates a project. Project membership management is not among the provided action details.
Can it create a project without an existing client?
The project action supports optional client association. Use the available context and report missing information if a client association is required.
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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