Organize researched prospects into outreach lists
Turn a clearly defined prospect segment into a ClickSend list that is ready for a deliberate next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact List
Creates a contact list in your account.
Why this helps
Prospects researched for different reasons can get mixed together, making it harder to review who belongs in a planned outreach group.
- Keep prospect segments distinct
- Reduce manual list setup
- Review a named audience before adding or messaging contacts
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 identify a specific, distinct prospect segment from Aeroleads and create a clearly named ClickSend contact list for that segment.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real segment and confirm the list name and intended audience.
Questions about this workflow
Does creating a list add contacts to it?
No. This workflow creates a contact list only. Adding contacts requires a separate action and suitable contact details.
How should I define the segment?
Describe the prospect criteria in your instruction using information Aeroleads provides. Notis cannot infer fields or history that Aeroleads does not return.
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.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ClickSend.