Find resources that fit the prospect's role
Prepare a more relevant conversation by finding CMS content aligned with what a prospect does.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Content List
Retrieves a paginated list of content items.
Why this helps
A generic resource can miss the mark when a prospect's job responsibilities are not reflected in follow-up preparation.
- Use role information provided in a webhook.
- Search an identified content list for role relevant resources.
- Give the team options to review before sharing.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Agility CMS once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3Ask Notis to use the contact role in each webhook to find and summarize suitable items from a named content list.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead webhook that includes a contact role.
Questions about this workflow
Will it know a prospect's role if the webhook omits it?
No. Include the role or other reliable context in the webhook for role-based matching.
Does it send content to the prospect?
No. It returns content suggestions through the run report channel for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Agility cms. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get API Types
Retrieve the available enum values used across the content management API.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Content Item
Retrieves details about a content item.
Get Content List
Retrieves a paginated list of content items.
Get Content Models
Retrieves content models and page modules.
Get Logs
Retrieves content change logs for initial or incremental synchronization.
Get Page
Retrieves a page’s details, content zones, and components.
Get Page Modules
Retrieves the available page module definitions.
Get Sitemap Flat
Retrieves the flat sitemap for a channel and locale.
Connect any two apps with Notis in the middle.
Aeroleads and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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