Create a client record from verified company research
Move a company you have qualified in Airtop into Clientary without retyping its details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Client
Creates a new client record.
Why this helps
Once a prospect is ready to become a client, transferring verified company details can add avoidable admin.
- Carry verified company details into the client record.
- Avoid starting a client record from a blank page.
- Keep the handoff close to the research that informed it.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for verified company intake.
- 3In one instruction, ask Notis to create a Clientary client using the company details returned by Airtop, and to flag missing or conflicting details in its report.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company result.
Questions about this workflow
Should every researched company become a client?
No. State the qualification condition clearly so only companies ready for client setup are added.
What happens when Airtop returns conflicting details?
Ask Notis to report the conflict for review instead of choosing or inventing a value.
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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