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Notis

Keep your prospect list current on a schedule

Let Notis check for newly enriched prospects on your chosen cadence and add the ones that fit your criteria.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create List Element

Adds a new element to a metadata list.

Why this helps

Manually checking lead research for new prospects creates another recurring task to remember.

  • Review prospects on a predictable cadence.
  • Apply your written qualification criteria consistently.
  • Keep the Datascope list focused on prospects ready for field follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Datascope once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3Describe which newly enriched prospects to add and which supplied details to include.
  • 4Pick a Notis schedule and choose where run reports go.
  • 5Test with one real prospect and confirm the result in Datascope.

Questions about this workflow

Can the schedule identify only new leads?

Describe the available Aeroleads data and your criteria in the prompt. If the source does not provide a reliable way to distinguish new records, supply that rule or baseline.

Can I choose the cadence?

Yes. Choose the schedule trigger when creating the automation.

Will it add every prospect?

The prompt can define qualification criteria. Notis should report records that cannot be evaluated from the available data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Datascope. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Datascope actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Location

Creates a location with geographic coordinates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Change Form Answer

Changes an answer in a submitted form.

ActionInstant

Create List

Creates an empty list for organizing categorized items.

ActionInstant

Create List Element

Adds a new element to a metadata list.

ActionInstant

Get all list elements

Retrieves all items from a specified metadata list.

ActionInstant

Get All Locations

Retrieves all configured locations.

ActionInstant

Create Task Assignment

Assigns a form to a user at a location with a deadline.

ActionInstant

Get Last Tickets

Retrieves the five most recent tickets or findings.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Datascope, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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