Review qualified Aeroleads leads on a schedule
Batch prospect research into a focused client setup routine instead of switching tools for every lead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Client
Creates a new client record.
Why this helps
A growing lead list can make it hard to spot which prospects are ready for proposal work.
- Turn a recurring lead review into client records for suitable prospects.
- Apply one consistent qualification instruction across the list.
- Reduce interruptions from handling each prospect separately.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bidsketch once in Notis.
- 2Create an automation and describe the review and client creation outcome.
- 3Tell Notis which available lead source and qualification criteria to use, and to create a client only for matching prospects.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead before relying on the scheduled run.
Questions about this workflow
Will Notis fetch Aeroleads data automatically?
Only if the connected Aeroleads access supports the requested data retrieval. The instruction should name the source data Notis can access.
Can I set different criteria for each run?
Yes. Include the criteria in the automation instruction or provide them with the available input.
What prevents duplicate clients?
State a matching rule, such as checking for an existing client by a reliable identifier, before creating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Bidsketch. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Permanently deletes a client and all their proposals.
Create Proposal
Creates a proposal for a client.
Delete Fee
Deletes a saved fee.
Delete Proposal
Deletes a proposal and all its content.
Delete Proposal Fee
Deletes a fee from a proposal.
Delete Proposal Section
Deletes a section from a proposal.
Delete Section
Permanently deletes a saved section.
Connect any two apps with Notis in the middle.
Aeroleads and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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