Review Aeroleads prospects on a schedule
Set a steady prospect review rhythm and let Notis create Dynamics leads for the people who fit your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Create a new lead.
Why this helps
A growing prospect list can sit untouched when prospecting and sales follow-up happen in separate work sessions.
- Create a repeatable prospect review routine.
- Put qualified prospects into the CRM for follow-up.
- Use criteria you describe in plain language.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, describe which accessible Aeroleads prospects should become Dynamics leads and what details to include.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect example and review the result.
Questions about this workflow
Can Notis review the full Aeroleads list?
The workflow can use data Aeroleads makes available to the connected agent. Specify any scope or criteria in your instruction.
Can it run without a schedule?
Yes. Use a webhook when an HTTP request should start the review instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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