Keep a record of completed prospect enrichment
Give your team a simple event trail showing when prospect research was completed and is ready for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
Without a clear completion signal, enriched leads can sit idle while someone checks whether research is finished.
- Make completed research easier to identify
- Create an event trail for follow-up decisions
- Avoid checking enrichment status by hand
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 record a Customer.io event for each completed enrichment included in the available data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real completed enrichment and confirm the event.
Questions about this workflow
How does Notis know enrichment is complete?
The completion status must be present in the data provided to the scheduled run. The available Aeroleads description does not specify a completion trigger.
Can the event drive a campaign?
Customer.io events can provide behavior and conversion context for segmentation and campaigns.
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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