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Notis

Check before you contact a prospect twice

Use Aeroleads research and your Agiled contact list to spot likely duplicates before a new outreach round.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Contacts

Retrieves contacts.

Why this helps

Repeated outreach can happen when prospect research and existing CRM records are reviewed separately.

  • See likely existing contacts before outreach begins.
  • Reduce manual comparison between research and CRM records.
  • Keep uncertain matches visible for human review.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Agiled once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to enrich webhook-submitted prospects, retrieve Agiled contacts, and report likely matches with the evidence used.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real prospect and verify the match report.

Questions about this workflow

Will this workflow create or update contacts?

No. The selected Agiled action retrieves contacts. The workflow reports likely matches for review.

How are likely matches determined?

Instruct Notis to compare available details such as names, business emails, and company names. The result depends on what the source data provides.

What if an email is missing?

The match report should mark the result as uncertain and explain which details were available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Agiled. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Agiled actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Expense

Creates a new expense.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a new task.

ActionInstant

Create Ticket

Creates a new support ticket.

ActionInstant

Get Contacts

Retrieves contacts.

ActionInstant

Get Currencies

Retrieves the available currencies.

ActionInstant

Get Deals

Retrieves deals.

ActionInstant

Get Employees

Retrieves employees.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Agiled, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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