Give market research prospects a place in your pipeline
Move companies that fit your market research into Clientary for deliberate follow-up.
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
Market research produces useful names, but a spreadsheet or browser session rarely makes follow-up happen.
- Bring research discoveries into a follow-up system.
- Keep the lead pipeline linked to your stated market criteria.
- Avoid manual transcription from browser sessions.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for market research intake.
- 3In one instruction, state which companies from Airtop market research belong in your pipeline and ask Notis to create a Clientary lead for each supported match.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real market research result.
Questions about this workflow
Can this workflow decide my target market?
You need to supply your market criteria in the instruction. Notis should use evidence in the Airtop results.
What happens to companies that do not fit?
Ask Notis to skip them and summarize any uncertain cases in the run report.
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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