Give promising AimTell segment prospects a Clientary record
Make a prospect review end with a visible record, so the next sales step has somewhere to start.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
Segment reviews can surface promising prospects without giving anyone a clear place to track the next conversation.
- Turn reviewed prospects into trackable leads
- Keep sales context with the lead record
- Make segment reviews easier to act on
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 Clientary leads for promising prospects in the AimTell segment details supplied for each review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real segment review example and confirm the lead details.
Questions about this workflow
Does Notis fetch AimTell segments on its own?
No AimTell trigger or data retrieval event is listed. Provide the segment and prospect details to the scheduled run.
Can Notis decide which prospects are promising?
It can assess only the details supplied to it. State the criteria you want it to use, and include the fields needed to apply those criteria.
How is this different from capturing a single inquiry?
This workflow supports a recurring review of supplied segment prospects, while a webhook workflow is suited to handling an individual incoming inquiry.
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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