Refresh Aeroleads details when lead notes change
Update the document, and Notis can refresh the prospect context linked to it.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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
Lead notes evolve, but enrichment data often stays stale.
- Keep research aligned with recent notes
- Avoid repeated manual lookups
- Support faster qualification decisions
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Aeroleads in Notis once.
- 2Create a new automation and name the workflow.
- 3Tell Notis to locate a valid public LinkedIn URL in the updated document and retrieve detailed prospect information.
- 4Pick Document Updated as the trigger.
- 5Choose a report channel, then test with one edited document.
Questions about this workflow
Does every edit trigger enrichment?
The workflow runs when the configured Google Docs update trigger detects a modification.
What if there is no LinkedIn URL?
Notis should report that the required public URL is missing instead of calling Aeroleads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Aeroleads. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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