Keep referred prospects and referral context together
Capture a referral with enough context to remember why the introduction matters when you return to it.
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
Referral details can be separated from enriched contact data, making personal follow-up harder to resume.
- Create a contact record for a referred prospect
- Keep the referral source visible in the run report
- Reduce context loss between introduction and follow-up
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 what to do in plain language.
- 3Ask Notis to add webhook-supplied referred prospects with a phone number as Dialmycalls contacts and include the referral source and note in the run report.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real referral and verify the contact and context report.
Questions about this workflow
Can the referrer's name be stored on the contact?
The listed Add Contact action accepts phone and optional name, email, or group. If the referrer does not fit those fields, include that detail in the run report.
Does Aeroleads have a referral event?
No Aeroleads trigger events are listed. Start the workflow with a Notis webhook request containing the prospect and referral details.
Will Notis send a follow-up message to the prospect?
No. The listed action adds a contact only. It does not send a voice broadcast or SMS.
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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