Give promising partnership research a follow-up path
Keep potential partners in Clientary instead of relying on a saved browser tab to remember them.
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
Partnership opportunities can fade when there is no simple place to track the next conversation.
- Give potential partners a clear follow-up record.
- Capture available organization and contact context.
- Apply your own definition of a promising partnership.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for partnership prospect intake.
- 3In one instruction, describe the types of partners you want and ask Notis to create Clientary leads only for Airtop findings that meet those criteria.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real partner research result.
Questions about this workflow
Can Notis judge whether a partnership is valuable?
Provide your criteria and ask Notis to rely on supporting details in the Airtop results.
Can this send outreach to the partner?
No. The selected action creates a Clientary lead. It does not send a message.
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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