Capture prospects with enough detail to follow up
Keep leads useful by bringing company and contact information together from Airtop research.
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
A company name without a reachable contact can leave the next step unclear.
- Prioritize leads with actionable contact context.
- Keep incomplete findings visible for manual review.
- Reduce time spent copying research into the pipeline.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for prospect contact intake.
- 3In one instruction, ask Notis to create Clientary leads from Airtop findings with usable company and contact details, and report prospects missing important details rather than filling gaps.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one complete and one incomplete real result.
Questions about this workflow
What counts as usable contact information?
Specify your requirements in the instruction. The workflow should only rely on details Airtop actually returned.
Can incomplete prospects still be saved?
This workflow is designed to report incomplete findings for review. You can adjust the instruction if you want a different intake rule.
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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