Follow up with prospects who are cleared for SMS
Send a prepared follow-up to prospects with a valid number and documented permission for SMS outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Follow-up can slip when the right prospects, message, and permission status are scattered across research and outreach steps.
- Keep cleared follow-ups moving on schedule
- Require consent and a usable phone number before sending
- Receive a run report with send outcomes
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 send the supplied follow-up message only to Aeroleads prospects with documented SMS consent and an eligible phone number, and to report skipped records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real consented prospect and confirm the message and recipient before relying on the schedule.
Questions about this workflow
Will it message every prospect found in Aeroleads?
No. The instruction should restrict sending to prospects with documented SMS consent and a valid phone number. Notis should report records that do not qualify.
Can it send a marketing message?
If the message is marketing, include an opt-out mechanism. Follow applicable consent requirements for your audience.
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.
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Webhook trigger
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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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