Bring overlooked prospects back into view
Use a regular review to surface prospects that may need attention and give each one a clear place for a follow-up decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Without a review habit, prospects can sit untouched while the team is busy handling newer work.
- Create a visible review queue for prospects needing attention.
- Focus the team on a decision instead of another broad data export.
- Make recurring prospect follow-up easier to remember.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to review available Aeroleads prospects using a staleness rule you provide and create a Basecamp card for each prospect that needs review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and confirm the rule and resulting card are useful.
Questions about this workflow
How does Notis know a prospect is stale?
The rule must rely on dates or status available in Aeroleads data, or a threshold you supply. If the required history is unavailable, Notis cannot determine staleness.
Will this send outreach automatically?
No. This workflow creates Basecamp review cards. It does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Basecamp. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Aeroleads and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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