Process a daily batch of enriched prospects
Handle prospect intake in one scheduled pass instead of interrupting focused work for every lead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
New prospect batches create a repeated task that competes with higher-value founder work.
- Process a prospect batch on a schedule
- Create people with nested supplied details
- Keep intake from becoming a series of interruptions
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and CentralStationCRM once in Notis.
- 2Create the automation and describe the daily batch outcome.
- 3Tell Notis to process the Aeroleads batch available to it and create people only from supplied prospect records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real batch or a single prospect example.
Questions about this workflow
Where does the batch come from?
The scheduled run needs access to the Aeroleads batch through the connected integration or data supplied to Notis.
Will this create people for incomplete entries?
Set the instruction to create only records with the minimum details you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Centralstationcrm. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Retrieve the activity count for a record, account, or user.
Count Attachments
Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
Aeroleads and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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