Keep renewal-timing prospects visible for follow-up
Make a prospect's stated renewal window easier to see when the right follow-up time approaches.
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
Renewal timing can get buried in enrichment notes and be missed when prospect follow-up is planned later.
- Capture prospects when a supplied timing rule is met
- Keep the renewal window in the run report
- Make time-bound follow-up easier to plan
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 to perform.
- 3Ask Notis to add webhook-supplied prospects whose stated renewal window meets your rule as Dialmycalls contacts when a phone is present, and include the window in the run report.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real prospect and confirm the timing rule and contact result.
Questions about this workflow
Can the workflow estimate a prospect's renewal date?
No. The renewal date or window must be supplied in the request or available prospect data; Notis cannot infer an absent field.
Does this automatically call at the renewal date?
No. The listed action adds a contact only. It does not schedule or initiate calls.
What if a date is unclear?
Ask Notis to skip contact creation and report the ambiguous timing for review.
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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