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Notis

Save approved prospect outreach as a reusable SMS template

Keep reviewed outreach wording ready to reuse by saving it as a ClickSend SMS template.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create SMS Template

Creates a reusable SMS template for campaigns.

Why this helps

Approved SMS wording can get buried in notes, leading to repeated edits and inconsistent messages across prospect batches.

  • Reuse reviewed wording across prospect work
  • Reduce repeated copy preparation
  • Keep template creation tied to an explicit approval request

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 create a ClickSend SMS template using only the approved name and message supplied with the request.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test with one approved message and confirm the saved template content.

Questions about this workflow

Does saving the template send a message?

No. It creates a reusable SMS template and does not contact prospects.

Can Notis write the outreach message automatically?

The instruction can ask Notis to use approved copy supplied with the request. Do not rely on information or claims that are not present in the provided prospect data.

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.

TriggerScheduled

Get Account Usage by Subaccount

Retrieves monthly account usage statistics grouped by subaccount.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Send Account Activation Token

Sends an account activation token for verification.

ActionInstant

Verify New Account

Verify a new account with its activation token.

ActionInstant

Calculate Post Letter Price

Estimates the cost of sending physical letters without sending them.

ActionInstant

Calculate SMS Campaign Price

Estimates the cost of an SMS campaign before sending.

ActionInstant

Create Email Delivery Receipt Automation

Creates a rule that triggers actions when email delivery receipts arrive.

ActionInstant

Create Inbound Fax Automation

Creates a rule for automating actions when faxes arrive.

ActionInstant

Create Fax Delivery Receipt Automation

Creates a rule that triggers an action when a fax is delivered.

ActionInstant

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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