Choose your next prospecting focus with goals in view
When several research tasks compete for attention, bring active goals into the decision before picking the next focus.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all goals
Lists all goals for a user.
Why this helps
Choosing among competing tasks is harder when commitments are spread across tools.
- Retrieve active commitments at a decision point
- Add goal context to a prospecting focus choice
- Spend less time switching apps to gather context
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Beeminder once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to fetch active Beeminder goals and summarize them when you are choosing your next Aeroleads prospecting focus.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and provide your priority criteria if you want a recommendation.
Questions about this workflow
Will Notis select the next prospecting task automatically?
It can summarize goals and apply criteria you provide, but it cannot know your task list unless you include it.
Does the webhook need to come from Aeroleads?
No. A Notis webhook starts the workflow, since Aeroleads has no trigger events in this setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Beeminder. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
Aeroleads and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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