Send only qualified prospects into your lead list
Apply your fit criteria to browser research before it reaches the Clientary pipeline.
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 long list of researched companies can create more noise than useful follow-up.
- Focus lead creation on your stated qualification criteria.
- Keep rejected or uncertain results out of automatic intake.
- Review the reasoning and missing information in run reports.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for qualified prospect intake.
- 3In one instruction, give Notis your qualification criteria and ask it to create Clientary leads only when Airtop results provide evidence that they meet those criteria.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one qualifying and one non-qualifying real result.
Questions about this workflow
Where do the qualification rules come from?
You provide them in the automation instruction. Notis should use evidence returned by Airtop and flag uncertain cases.
Will it create leads when important evidence is missing?
The instruction can tell it to skip uncertain prospects and include them in the run report for review.
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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