Turn a scheduled lead review into assessment accounts
Let a recurring review find the prospects ready for an assessment and prepare their Classmarker accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create ClassMarker User
Creates a new user.
Why this helps
When lead research and account setup happen in separate sessions, qualified prospects can sit idle between steps.
- Review lead data on a recurring schedule you choose.
- Apply qualification criteria stated in the prompt before creating users.
- Send a report of created accounts and prospects needing attention.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Classmarker once in the Notis portal.
- 2Create an automation that reviews Aeroleads lead data and creates users only when stated criteria and required details are present.
- 3Choose notis_cron and set the recurring schedule in Notis.
- 4Choose where run reports should go, then test with one real prospect before relying on the schedule.
Questions about this workflow
Can Notis decide who is qualified without criteria?
No. State your qualification criteria in the automation instruction. Notis can analyze available lead details against those criteria.
Will the schedule find leads if Aeroleads data is not available to the automation?
The workflow needs accessible Aeroleads data for the scheduled review. Confirm the connected account and available lead data during setup and testing.
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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