Turn relevant company updates into timely lead follow-up
Make a meaningful update easier to act on by capturing the company in Clientary.
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 relevant company announcement can pass by without a clear record or follow-up owner.
- Capture relevant developments as a lead for follow-up.
- Apply your own definition of a meaningful change.
- Keep the source evidence available in the run report.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for company change intake.
- 3In one instruction, describe the company changes that matter and ask Notis to create a Clientary lead only when Airtop results provide supporting evidence.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real result showing a relevant change.
Questions about this workflow
What kinds of changes can trigger lead creation?
Set the criteria in your instruction, using only changes that Airtop returns in its results.
Can this detect changes without fresh Airtop results?
No. Notis can only assess the results available to the run.
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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