Make partner introductions easier to hand off
Turn a warm introduction into a contact record with the reason for the handoff close at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact
Add a contact to your contact list.
Why this helps
Partner introductions can lose momentum when the source, context, and prospect details are passed around separately.
- Capture partner-sourced contact details
- Retain the handoff note in the run report
- Give the next owner a clear follow-up starting point
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome you want.
- 3Ask Notis to add partner-introduced prospects from the webhook as Dialmycalls contacts when a phone is present and include the partner and handoff note in the run report.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real partner introduction and review the result.
Questions about this workflow
Can this assign the prospect to a teammate?
The listed Add Contact action does not assign ownership. Include the intended owner in the run report if the webhook supplies that detail.
What if the partner introduction has only an email?
Ask Notis to report it for follow-up and skip contact creation unless a phone number is available, because the listed contact action requires a phone.
Does the workflow message the partner or prospect?
No. It adds the prospect as a contact and reports the handoff context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dialmycalls. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Add a sub-account with delegated dialing access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Add a contact to your contact list.
Add Group
Create a group for organizing contacts.
Delete Access Account
Delete a sub-account.
Delete Caller ID
Permanently delete an existing caller ID.
Delete Contact
Permanently delete a contact from your list.
Delete Group
Delete an existing contact group.
Delete Recording
Permanently delete a custom recording.
Connect any two apps with Notis in the middle.
Aeroleads and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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