Keep partner profile research moving on schedule
Set aside a recurring pass for partner records that include public LinkedIn URLs, so profile research does not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Details From LinkedIn URL
Retrieves prospect details from a LinkedIn profile.
Why this helps
Partner profile checks are easy to postpone when there is no clear moment to revisit existing directory content.
- Create a recurring prompt to review selected partner content.
- Retrieve profile details only when a valid public LinkedIn URL is available.
- Make routine partner research easier to remember.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AeroLeads once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for partner profile review.
- 3Tell Notis which partner content to review and to retrieve AeroLeads details for valid public LinkedIn URLs it finds.
- 4Pick the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real partner entry that contains a valid public LinkedIn URL.
Questions about this workflow
Can the schedule detect only newly changed partner records?
No change trigger or history is listed for Agility CMS here. Specify the content to review; do not assume Notis can identify changes unless you supply that information.
What does AeroLeads do in this workflow?
It retrieves detailed information for a prospect using a valid public LinkedIn profile URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Aeroleads. A trigger fires from one place; an action lands in another.
Agility cms triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Retrieves prospect details from a LinkedIn profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agility cms and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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