Bring selected re-engagement prospects into Clientary
Give the prospects you choose to revisit a clear place in your sales pipeline.
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
Re-engagement opportunities can remain buried in audience reviews instead of becoming trackable sales conversations.
- Create sales records for selected prospects
- Carry relevant re-engagement context into Clientary
- Keep review decisions tied to a next step
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 selected re-engagement prospects using only the contact and campaign details supplied for the run.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real prospect example and review the created lead.
Questions about this workflow
Can this identify subscribers who have gone inactive?
Only if inactivity or the relevant activity history is supplied to the scheduled run. AimTell trigger and read events are not listed here.
Does it send a re-engagement campaign?
No. This workflow creates Clientary lead records for selected prospects. It does not send push notifications or campaigns.
Can I specify who should qualify?
Yes. Include your selection criteria in the automation instruction and provide the information Notis needs to apply them.
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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