Review Possible Duplicate Prospect Records
Spot likely repeats in a supplied lead batch before they create extra work.
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
Duplicate prospect research can waste time and fragment the context for one company or contact.
- Compare records supplied together in one request.
- Document why records appear similar for human review.
- Reduce repeated research when duplicates are confirmed.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to compare supplied prospect records for likely duplicates and document the evidence without deleting anything.
- 3Pick the Notis webhook trigger and send a batch of records to review.
- 4Choose where run reports go, then test with a small real batch.
Questions about this workflow
Will it delete duplicate records?
No. This workflow creates a Cody review document and does not delete or merge Aeroleads records.
Can it compare against the whole account?
Only records included in the request can be compared. No account-wide list event is specified here.
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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