Keep prospect status connected to current research
Turn a clear research finding into an updated Airtable status your team can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update record
Modifies specified fields of an existing record in an airtable base and table; the base, table, and record must exist.
Why this helps
Prospect status gets stale when new research is not reflected in the shared working list.
- Apply explicit status rules to new findings
- Keep the team's prospect list current
- Reduce manual status changes
Setup
Build it in a few focused steps.
- 1Connect Clay and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: evaluate the supplied Clay prospect result against my status rules and update the matching Airtable status field.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect example.
Questions about this workflow
Can Notis choose the status rules?
Provide your status definitions and evidence requirements. Notis should report uncertain cases instead of guessing.
Will other Airtable fields change?
Specify only the status field to update so the instruction stays focused.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Airtable. A trigger fires from one place; an action lands in another.
Clay triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Clay and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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