Review your prospect list with customer context
Bring customer context into a regular prospect review and make the next follow-up easier to choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Prospect lists without customer context force founders to hold relationship details in their heads.
- Add existing customer context to lead review.
- Reduce reliance on memory during follow-up planning.
- Make prospect prioritization more informed.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect review.
- 3Tell Notis to check the available prospect emails against Altoviz customers and summarize matches for review.
- 4Choose the recurring schedule and run report destination.
- 5Test with a real prospect list and verify a known customer match.
Questions about this workflow
Does this decide which leads to pursue?
It reports customer matches. You can include your own prioritization rules in the prompt, but the action only finds customers by email.
Does this need a list of prospect emails?
Yes. Provide an accessible set of Aeroleads prospect emails for each scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Altoviz. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Aeroleads and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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