Find Connecteam user records that need lead data review
Get a scheduled review of Connecteam users alongside your Aeroleads lead records, with possible matches called out for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Retrieve the users associated with the account.
Why this helps
Checking contact records across separate tools takes focus and makes it hard to spot incomplete or potentially matching records.
- Put recurring record checks on a predictable schedule.
- Surface possible matches and missing details for review.
- Reduce repeated manual searches across tools.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Tell Notis to retrieve Connecteam users, compare them with available Aeroleads lead information, and report possible matches or missing details without assuming unavailable data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the report for accuracy.
Questions about this workflow
Does this workflow update user records?
No. Its Connecteam action retrieves users for a scheduled comparison and report.
Can it prove that two records are the same person?
It can identify possible matches from available data, but you should supply matching rules and review uncertain cases.
What if an email or other comparison detail is unavailable?
Notis should report the missing detail rather than infer a value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Connecteam. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Aeroleads and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Connecteam.