Keep industry prospect research moving into follow-up
Let a scheduled review turn relevant industry discoveries into manageable Clientary leads.
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
Industry research is easy to postpone when it depends on starting a fresh prospecting session each time.
- Make prospect review part of a recurring routine.
- Use consistent qualification criteria across runs.
- Keep likely duplicates and uncertain matches visible.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for industry prospect review.
- 3In one instruction, provide your target industry and qualification criteria, then ask Notis to create Clientary leads for supported new prospects in the current Airtop results and report uncertain matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real industry research result.
Questions about this workflow
Can the workflow research any industry by itself?
Describe the research and criteria you want in the automation instruction, and ensure the relevant Airtop results are available to the run.
How should possible duplicates be handled?
Ask Notis to check available Clientary leads and flag likely matches rather than creating uncertain duplicates.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.