Set up a dataset for enriched prospect records
Give enriched prospect reporting a structured starting point in Databox.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset
Creates a dataset in Databox.
Why this helps
Without a prepared dataset and unique keys, it is harder to organize prospect records for reporting.
- Initialize a dataset for prospect reporting.
- Define primary keys that identify unique records.
- Start setup from a webhook request when the reporting need arises.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Databox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Databox dataset for enriched prospects, providing the dataset title, data source ID, and primary keys.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example using a valid source ID and the intended unique keys.
Questions about this workflow
What does the dataset action need?
It needs a title, a data source ID, and primary keys for unique record identification.
Does creating the dataset ingest prospects?
No. Dataset creation initializes the structure. Use the push data action separately to ingest records matching the dataset schema.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Databox. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
Aeroleads and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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