Turn an Aeroleads lead into a Box research dossier
Send a qualified lead to Notis and get a dedicated Box folder for research, notes, and supporting files.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create folder
Creates an empty folder inside another folder.
Why this helps
Prospect details, research, and documents drift across tabs, making it easy to lose context before outreach.
- Give each prospect a consistent place for research and files.
- Reduce time spent recreating folders by hand.
- Keep lead context close to supporting material.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect dossiers.
- 3Tell Notis: create a Box folder for each incoming lead and include the lead name or company in the folder name.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real Aeroleads lead and confirm the folder is created in Box.
Questions about this workflow
What starts this workflow?
A webhook request starts it. Aeroleads does not provide a native trigger event in this workflow package.
What should the webhook contain?
Include the lead or company details Notis should use to identify the new folder. The exact request body depends on how you send the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Box. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Aeroleads and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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