Find prospect records that need attention
Start your review with a short list of leads that look incomplete, stale, or ready for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Prospect databases can accumulate gaps and overdue next steps when nobody has time to inspect records one by one.
- Bring attention to records that merit a human decision.
- Reduce repetitive database scanning.
- Get a concise review in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AppDrag once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to run the AppDrag Visual SQL SELECT function you specify and summarize records that meet your review criteria using available Aeroleads context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real database example and confirm the returned records support the summary.
Questions about this workflow
Does Notis create database filters for this workflow?
No. The AppDrag SELECT function must already be configured. Describe the outcome to Notis in plain language and choose the schedule.
Can Notis tell whether a prospect is stale?
Only when the returned data includes relevant dates or you supply the baseline for deciding what counts as stale.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Appdrag. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Aeroleads and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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