Hand Off Enriched Contacts with Context
Pass along the useful lead details and unanswered questions in one readable note.
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
A teammate receiving a contact without context has to repeat research before taking action.
- Package available enrichment for a teammate to review.
- Include remaining questions alongside known details.
- Reduce repeated prospect research during handoffs.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to turn supplied contact enrichment into a Cody handoff with key details and unresolved questions.
- 3Pick the Notis webhook trigger and send the contact information in the request.
- 4Choose where run reports go, then test with one real enriched contact.
Questions about this workflow
Does it assign the contact to a teammate?
No. The selected Cody action creates a document and does not assign work in another system.
Can it include only certain enrichment details?
Yes. State which supplied details matter in the plain-language instruction.
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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