Bring a scheduled prospect list into Dialpad
Set a recurring check for the prospect list you specify, then save returned leads as Dialpad contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Prospect lists can sit in Aeroleads while a team member waits for time to transfer them into Dialpad.
- Run prospect retrieval on a recurring schedule.
- Create Dialpad contacts from the returned prospect details.
- Use a defined list or search request instead of re-entering prospects manually.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dialpad once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, specify which Aeroleads prospect set to retrieve and ask Notis to create Dialpad contacts from the returned records.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real prospect result.
Questions about this workflow
Does this workflow monitor new Aeroleads leads as they arrive?
No. It runs on a recurring Notis schedule and retrieves the prospect set described in the instruction.
Can I tell it which prospects to retrieve?
Yes. Include the specific search or prospect set in the instruction. Notis does not provide a separate field-mapping screen.
Will it avoid duplicate Dialpad contacts?
Only if your instruction defines how to check for duplicates and the available app data supports that check. Confirm this behavior with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dialpad. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Aeroleads and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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