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Notis

Move researched prospects into Clientary leads

Send a prospect found in Airtop to Clientary while the research is still fresh.

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

Prospect details collected while browsing are easy to lose between tabs, notes, and follow-up.

  • Keep prospect research and follow-up in one place.
  • Reduce manual copying from browser results.
  • Capture the source context with the lead when available.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Clientary once in Notis.
  • 2Create an automation and name it for prospect capture.
  • 3In one instruction, ask Notis to review the Airtop results and create a Clientary lead for each qualified prospect, preserving available company and contact details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real prospect result.

Questions about this workflow

What starts this workflow?

A Notis webhook starts it when an HTTP request is sent. Airtop has no listed integration trigger events.

Will it invent missing contact details?

No. Ask Notis to use only details returned by Airtop and leave unavailable information out.

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.

TriggerScheduled

Create Client

Creates a new client record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Creates a new contact for a client.

ActionInstant

Create Expense

Creates a new expense record.

ActionInstant

Create Lead

Creates a new lead record.

ActionInstant

Create Invoice

Creates an invoice, optionally linked to a client.

ActionInstant

Create Project

Creates a new project for tracking client work, time, or expenses.

ActionInstant

Delete Client

Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.

ActionInstant

Create Project Hours

Logs hours worked on a project as a new time entry.

ActionInstant

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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