Capture interested AimTell subscribers as Clientary leads
When a subscriber signals buying interest, keep the follow-up visible in Clientary without copying details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Interested subscribers can disappear into push analytics while the sales follow-up stays on your mental checklist.
- Keep qualified inquiries in your sales workflow
- Include available campaign or subscriber context
- Reduce manual copying between tools
Setup
Build it in a few focused steps.
- 1Connect AimTell and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Clientary lead from the inquiry details and relevant AimTell context in each incoming request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real inquiry request and review the created lead.
Questions about this workflow
Does AimTell provide a built-in trigger for this workflow?
No. AimTell has no listed trigger events, so this workflow starts from a Notis webhook. Your site or other system must send the relevant inquiry request.
What if the webhook does not include an email address?
Notis can only use the information it receives. Include the contact details you want stored, or have Notis report that the request lacks them.
Does this send a push notification to the subscriber?
No. It creates a lead in Clientary. The workflow does not send an AimTell notification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Clientary. A trigger fires from one place; an action lands in another.
AimTell triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
AimTell and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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