Add Aeroleads contact details to Docsbot leads
Bring prospect research into the support conversation record, so useful lead context is ready without switching tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
A promising Docsbot conversation can lack the company and contact details needed for timely follow-up.
- Save matching business email and company details alongside the Docsbot lead.
- Reduce manual lookup between lead research and support conversations.
- Keep uncertain or unmatched details out of the conversation record.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsbot ai once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to match the supplied conversation lead against Aeroleads and save verified details to that Docsbot conversation.
- 4Choose a Notis webhook trigger and provide the conversation and matching details in the request.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
What starts this workflow?
A Notis webhook request starts it. Include the Docsbot conversation context needed to identify the lead.
Will it guess when a contact match is unclear?
Ask Notis to save only details supported by a clear Aeroleads match and report ambiguous or missing matches.
Does Aeroleads provide a trigger event for this workflow?
No. The workflow uses a Notis webhook trigger, then asks Notis to use Aeroleads for prospect research.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsbot ai. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Aeroleads and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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