Bring tracked effort into a lead handoff
Give the next person a useful view of time already spent on a prospect by preparing a shareable Clockify report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Why this helps
A handoff can omit the effort already invested, leaving the next person without context for planning follow-up.
- Attach tracked effort context to a handoff.
- Make time summaries easier to share with collaborators.
- Reduce repeated explanation of work already completed.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation that prepares a shareable report when a lead handoff request includes report context.
- 3Pick the Notis webhook trigger for the handoff request.
- 4Choose where Notis should send run reports.
- 5Test with one real handoff and verify the report period and visibility.
Questions about this workflow
Does this report include lead notes?
The action creates a Clockify report. Lead notes must be supplied separately if they are needed for the handoff.
Can it report only one lead's time?
That depends on whether Clockify entries have enough identifying context and the report supports the needed filters.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clockify.