Assess account fit from Aeroleads research
Give the team a repeatable place to compare prospect details with your fit criteria.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
A fit decision is hard to make consistently when criteria live in people's heads or scattered notes.
- Keep fit decisions trackable
- Apply criteria consistently when supplied
- Record the lead context used for an assessment
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create an account-fit assessment task for each webhook prospect and assess it against criteria you provide.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test using one real prospect with the fit criteria.
Questions about this workflow
Does Aeroleads know my ideal customer profile?
Only if you provide the criteria in the instruction or webhook request. Notis can use the returned prospect data to assess against them.
Can the task include the reason for the assessment?
Yes. Ask Notis to summarize which available details support the assessment and note missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Jira. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Aeroleads and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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