Hand off a prospect without losing the thread
Submit an enriched prospect and the context your teammate needs. Notis turns it into a clear Confluence handoff brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Page
Creates a new page in a space.
Why this helps
A prospect handoff often loses the small details that explain what should happen next.
- Keep prospect details and handoff context together.
- Make next steps visible to the receiving teammate.
- Reduce clarification messages after a handoff.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe the outcome in one instruction, including the handoff context and asking Notis to document only supported details in Confluence.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real handoff and confirm the next steps are clear.
Questions about this workflow
Can Notis decide who owns the prospect?
Include the intended owner or handoff details in the request. Aeroleads enrichment does not establish your team's ownership.
Will it create follow-up tasks?
No. This workflow creates a Confluence page with the supplied next steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Confluence. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Aeroleads and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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