Put social performance in lead discovery context
Get a concise report review that considers the types of businesses your team is prospecting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
List account-level email marketing reports and performance metrics.
Why this helps
Social metrics are harder to interpret when the intended prospect audience is spread across another workflow.
- Review Dotsimple account-level reports on a schedule.
- Relate the review to prospecting context supplied to Notis.
- Receive a short summary in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dotsimple once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to review Dotsimple account reports alongside the current prospecting focus and summarize notable metrics without claiming attribution.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose a report channel, then test with one real reporting period and prospecting context.
Questions about this workflow
Can this prove that social activity generated leads?
No. Dotsimple account reports and Aeroleads prospecting context do not establish attribution by themselves. The summary should describe context, not claim causation.
What prospecting information is available to the review?
Supply the relevant Aeroleads lead-discovery context in the automation prompt or its scheduled input. The trigger itself is a Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dotsimple. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Create a tag to organize social media content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Delete media files from a workspace.
Delete Tag
Permanently delete a tag from a workspace.
Get Media File
Retrieve details about a media file.
Get Tag by UUID
Retrieve details about a tag.
List Accounts
List connected social media accounts in your workspace.
List Autoresponders
List autoresponders in your workspace.
List Media Files
List media files in a workspace.
Connect any two apps with Notis in the middle.
Aeroleads and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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