Start prospect enrichment when work moves to research
Moving a task into your research section can be the signal to retrieve details from the prospect's valid public LinkedIn profile.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
A team can agree that a lead is ready for research, then lose momentum to manual lookups.
- Use a project stage change to start profile research.
- Reduce the delay between prioritizing a prospect and enriching it.
- Keep research tied to the task that tracks the work.
Setup
Build it in a few focused steps.
- 1Connect Asana and Aeroleads once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to retrieve details from a valid public LinkedIn URL when a task moves to the research section.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real prospect task and its public LinkedIn URL.
Questions about this workflow
Can I use any section as the research cue?
The trigger is a task moving to a section in a project. State the intended section and project context in your instruction.
What if the task has no LinkedIn URL?
Aeroleads needs a valid public LinkedIn profile URL for this action. Supply one in the task or instruction before expecting enrichment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Aeroleads. A trigger fires from one place; an action lands in another.
Asana 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
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attachment Added to Task
Triggers when an attachment is added to a task.
New Comment on Task
Triggers when a comment is added to a task in a project.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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