Keep selected Docsbot leads up to date
Give follow-up owners a scheduled pass over selected conversation leads, with verified Aeroleads details saved where they belong.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
Lead records can stay incomplete after the conversation, leaving follow-up owners to repeat prospect research later.
- Recheck selected leads without manual list-by-list research.
- Save verified contact information to the matching Docsbot conversation lead.
- Surface records that could not be matched for a human review.
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 review a defined set of Docsbot conversation leads, find supported Aeroleads matches, and save verified lead details.
- 4Pick a recurring schedule as the trigger and describe which leads to review.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Can this review every lead?
Specify the set of leads and any date or status limits in your instruction so the scheduled run stays focused.
What happens when Aeroleads has no clear match?
Ask Notis to leave the record unchanged and report the unmatched lead for review.
Is this triggered by an Aeroleads event?
No. It runs on the recurring Notis schedule you select.
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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