Find the right Dailybot workflow for prospect work
Look up a workflow by name and bring its available status and details into the team's conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Workflow by Name
Finds DailyBot workflows by name.
Why this helps
A team can waste time searching for the right workflow when a prospect process needs attention.
- Look up a specific workflow by its supplied name.
- Share returned status and details with teammates.
- Avoid guessing which workflow the team means.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dailybot once in Notis.
- 2Create an automation in Notis and name it.
- 3Tell Notis to find the Dailybot workflow named in the incoming prospect process request and share the returned details with the team.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real workflow name and confirm the returned workflow matches.
Questions about this workflow
Does this search workflows by prospect attributes?
No. The action finds a workflow by name. Include the workflow name in the incoming request.
What if the workflow name is unclear?
Have Notis ask for the exact name instead of choosing a possible match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dailybot. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Aeroleads and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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