Add approved prospects to the right ClickSend list
Send a reviewed prospect into the intended ClickSend list when your process is ready for that handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact in List
Adds a contact to a contact list.
Why this helps
Moving one approved prospect from research into the right messaging list can become a small task that is easy to forget.
- Move an approved prospect into the outreach process promptly
- Keep the list handoff tied to an explicit request
- Report when contact details are incomplete
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to use the prospect and list details provided with the request to add one approved contact to the specified ClickSend list; report missing phone, email, or fax details.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real approved prospect and verify the contact appears in the intended list.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. The request should identify the approved prospect and intended ClickSend list.
What contact information is required?
ClickSend requires at least one of phone number, email, or fax number to create a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to ClickSend. A trigger fires from one place; an action lands in another.
Aeroleads triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
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Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Aeroleads and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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