Focus your pipeline on prospects that fit your services
Use your service criteria to move relevant Airtop research into Clientary for 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
A broad prospect list creates more sorting work when it does not reflect the services you actually offer.
- Align lead intake with your stated service criteria.
- Reduce sorting through irrelevant companies later.
- Keep evidence and uncertainty visible 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 service-fit intake.
- 3In one instruction, describe the services and fit signals that matter, then ask Notis to create Clientary leads only when Airtop results support a match.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one strong-fit and one unclear real result.
Questions about this workflow
Does Notis know what services my business offers?
Provide your services and fit signals in the automation instruction.
What should happen with a borderline prospect?
Ask Notis to report it for review instead of creating a lead when the available evidence is inconclusive.
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.