Put priority partner prospects in front of the team
Give your team a timely nudge when a researched partner needs attention, with the prospect context included in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Send Notification
Attempt to send a notification.
Why this helps
Priority leads can disappear into a list when the right people are not prompted to act.
- Make priority prospect handoffs more visible.
- Include the context supplied with the request.
- Avoid notifying the team when the priority criteria are not met.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and define what makes a prospect a priority.
- 3Tell Notis to send a ChMeetings notification only when the request includes the priority context and a useful summary.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real priority prospect and confirm the notification.
Questions about this workflow
Does the workflow decide priority automatically?
It can apply criteria you describe when those details are present in the request or available prospect context.
Can the notification include contact details?
The prompt can request relevant supplied context. Keep the notification focused on information the team needs to act.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chmeetings. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Aeroleads and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Chmeetings.