Add qualified prospects from recurring Airtop research
Keep lead discovery moving on a schedule, with the findings ready for Clientary follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
A prospecting routine can slip when it depends on remembering to revisit browser research.
- Keep prospecting consistent with a recurring run.
- Reduce repeated manual data entry.
- Use only the prospect details present in the Airtop results.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for the recurring prospect sweep.
- 3In one instruction, ask Notis to review the latest Airtop research and create Clientary leads for prospects that meet your stated criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real research result.
Questions about this workflow
Can Notis tell whether a lead is truly new?
It can compare against Clientary data available to the run. State how to handle possible matches and review uncertain cases.
Does the schedule itself run Airtop?
The schedule starts the Notis automation. Describe the Airtop research needed in the instruction and make sure the relevant results are available to Notis.
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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