Turn Aeroleads Lead Research into Cody Documents
Capture lead research in Cody as soon as an Aeroleads request comes in.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Prospect details get scattered across tools, making it hard to remember why a lead looked promising.
- Keep enriched contact details and discovery context together in Cody.
- Make prospect research searchable alongside company knowledge.
- Reduce manual copying after lead discovery.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation and describe the outcome in one instruction: turn each incoming Aeroleads lead research request and its returned details into a concise Cody document.
- 3Pick the Notis webhook trigger and send Aeroleads requests to its endpoint.
- 4Choose where run reports go, then test with one real lead example.
Questions about this workflow
Does Aeroleads start this from a built-in event?
No. Aeroleads has no listed trigger events, so this workflow starts when an HTTP request reaches a Notis webhook.
What goes into the Cody document?
Notis can summarize details present in the incoming request or result. Ask it to include only returned lead and enrichment context; unavailable fields cannot be inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Cody. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Aeroleads and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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