Create a prospect brief from enriched Aeroleads leads
Send lead data to Notis and get a clean brief ready for review or outreach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Contact research ends up scattered across tabs, making it hard to prepare for the next prospect conversation.
- Collect key contact context in one readable document.
- Reduce the manual effort between lead research and outreach.
- Keep the brief ready to share or review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to use the supplied enriched lead data to create a concise PDF prospect brief.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real enriched lead example.
Questions about this workflow
How does this automation start?
A Notis webhook starts it when an HTTP request is sent to the automation.
Does Aeroleads provide an event trigger for this workflow?
No. This workflow uses a Notis webhook, with Aeroleads connected as the source of lead data.
What should the instruction include?
Tell Notis what context to include in the brief and what PDF output you want. The conversion runs through Conversion tools.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Conversion tools. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Aeroleads and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Conversion tools.