Apply exam access after a scheduled prospect review
Close the gap between reviewing a prospect and granting the exam access your team has approved.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Access List Item
Adds access codes to an access list to grant exam access.
Why this helps
Approved prospects can still wait for access when code handling is another manual step after lead review.
- Check prospect data on a schedule against criteria you provide.
- Use only supplied codes and a confirmed access_list_id.
- Report approvals that lack the access details needed to proceed.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Classmarker once in the Notis portal.
- 2Create an automation that adds supplied codes only for prospects meeting your criteria and only when a valid access_list_id is present.
- 3Choose notis_cron and set the review schedule.
- 4Choose where run reports should go, then test with one approved prospect and a confirmed access list.
Questions about this workflow
Can the workflow add a prospect to an access list without a code?
No. The action adds one or more codes. The code and access_list_id need to be available to the automation.
How should approvals be defined?
Put the criteria in the prompt, such as the lead details or status that indicate approval. Notis should report unclear cases for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Classmarker. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Adds access codes to an access list to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Creates a new question category.
Create Group
Creates a group to organize users.
Create Question
Creates a question.
Create ClassMarker User
Creates a new user.
Delete Access List Item
Removes access codes from an access list.
Delete API Key
Immediately revokes an API key by deleting it.
Delete Group
Deletes a group.
Connect any two apps with Notis in the middle.
Aeroleads and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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