Make event research easier to follow up
Bring relevant attendee research into Clientary so follow-up can happen after the event.
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
Attendee research often ends in a list that is hard to revisit once the event is over.
- Keep relevant attendee prospects in a follow-up system.
- Use your criteria to filter event research.
- Retain available company and contact details.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for attendee prospect capture.
- 3In one instruction, state which attendees or companies qualify and ask Notis to create Clientary leads only from matching Airtop results with available supporting details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real attendee result.
Questions about this workflow
Can this create leads for every attendee?
Set qualification rules in your instruction so only relevant prospects become leads.
What if an attendee's company is unclear?
Ask Notis to flag the result for review and avoid guessing the company association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Clientary. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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