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Notis

Explore Prospect Objections in a Dedicated Thread

Give a difficult prospect concern a focused space for research and next questions.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Conversation

Starts a new conversation with a bot.

Why this helps

Objections can be hard to address when the context is scattered across unrelated threads.

  • Keep objection exploration in its own conversation.
  • Carry supplied prospect context into a research thread.
  • Make follow-up questions easier to develop.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Cody once in Notis.
  • 2Create an automation instructing Notis to start a Cody conversation for an objection included in a prospect request and include the supplied context.
  • 3Pick the Notis webhook trigger and send one objection with its related prospect details.
  • 4Choose where run reports go, then test with one real objection.

Questions about this workflow

Will it draft or send a prospect reply?

No. The selected action starts a Cody conversation. It does not send outreach to a prospect.

Can I limit the conversation's knowledge?

The action supports optional focus mode for specific documents when their details are available.

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.

TriggerScheduled

Create Conversation

Starts a new conversation with a bot.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a text-based document in the knowledge base.

ActionInstant

Create Document From File

Creates a knowledge base document from an uploaded file.

ActionInstant

Create Document from Webpage

Creates a knowledge base document from a public webpage.

ActionInstant

Create Folder

Creates a folder to organize documents or conversations.

ActionInstant

Delete Conversation

Permanently deletes a conversation.

ActionInstant

Delete Document

Deletes a document.

ActionInstant

Get Conversation

Retrieves a conversation and its details.

ActionInstant

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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