Spot leads that need enrichment
Give your team a regular list of leads that need better contact details before follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Lists leads.
Why this helps
Incomplete lead records make it hard to know which prospects are ready for outreach and which need research.
- Creates a recurring review point for incomplete records
- Helps prioritize prospect research
- Reduces guesswork before an outreach attempt
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Ask Notis to list Callingly leads matching your review criteria and identify which details are missing for Aeroleads enrichment.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review run and check the lead results.
Questions about this workflow
Does this workflow enrich the leads automatically?
This workflow lists leads for review. Ask for a separate enrichment workflow if you want Notis to update lead records.
Can it find missing fields?
Notis can check the details returned for each lead against the criteria in your prompt. Specify which information matters to you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Callingly. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Aeroleads and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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