Schedule Prospect Research from ActiveTrail
Replace the mental reminder to revisit prospect research with a recurring review that reports what it found.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Details From LinkedIn URL
Retrieves prospect details from a LinkedIn profile.
Why this helps
Useful prospects can sit in a contact list because there is no easy moment to return and add the context needed for a decision.
- Make prospect research a recurring, reportable task.
- Use the selected ActiveTrail contact data as the review source.
- Skip records without a valid public LinkedIn URL and make the gap visible.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and AeroLeads once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Tell Notis to review the selected ActiveTrail prospect data and use AeroLeads to retrieve details for records with valid public LinkedIn URLs.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real prospect record before depending on recurring runs.
Questions about this workflow
What makes this different from a webhook workflow?
A recurring schedule starts this workflow, so Notis can run the review at an interval you choose without waiting for an individual webhook request.
Can this enrich prospects without LinkedIn URLs?
No. The available AeroLeads action requires a LinkedIn profile URL. Tell Notis to skip records without a valid public URL and report them.
Does the schedule create a follow-up campaign?
No. This workflow retrieves profile details through AeroLeads. It does not send an ActiveTrail campaign or outreach message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Aeroleads. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Retrieves prospect details from a LinkedIn profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
ActiveTrail and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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