Keep prospect research notes with the contact
Give yourself the context you need before following up, right beside the prospect's profile.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Identify Person
Creates or updates a person’s profile and assigns traits.
Why this helps
Research notes spread across tools add friction every time you return to a prospect conversation.
- Keep useful context close to the contact
- Reduce repeated research before follow-up
- Make handoffs easier to pick up
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Customer.io once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to identify the person and add the research notes and context supplied in the request to their profile.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real prospect and confirm the notes are available on the profile.
Questions about this workflow
Are research notes a defined Aeroleads field?
The provided app description does not define specific fields. Include the notes or context you want carried over in the webhook request.
What profile identifier is needed?
Provide user_id or anonymous_id for Customer.io Identify Person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Customerio. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Aeroleads and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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