Turn verified Aeroleads prospects into 2chat contacts
Move qualified prospect details into 2chat with a scheduled check that leaves incomplete records for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Creates a new contact.
Why this helps
Manually rechecking prospect records and re-entering contact details creates busywork and risks adding incomplete contacts.
- Reduce repeated prospect research and data entry.
- Require a first name and at least one verified contact detail before creating a contact.
- Keep incomplete prospect records out of 2chat until they can be checked.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and 2chat once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to find new Aeroleads prospects, verify the first name and at least one contact detail, and create eligible 2chat contacts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and review the result.
Questions about this workflow
What does Notis need before creating a 2chat contact?
The prospect needs a first name and at least one verified contact detail, such as an email, phone number, or address.
What happens when a prospect is missing a detail?
Instruct Notis to leave that record out of 2chat and mention it in the run report for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to 2chat. A trigger fires from one place; an action lands in another.
Aeroleads triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Creates a new contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Retrieves current usage and account information.
List Contacts
Lists the contacts in your account.
List Webhook Subscriptions
Lists webhook subscriptions for messaging and phone call events.
Test API Key
Checks whether authentication is valid and retrieves account information.
Connect any two apps with Notis in the middle.
Aeroleads and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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