Enrich a new referral follow-up task
Honor warm introductions with enough context to make your first follow-up personal.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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
Referral tasks are easy to postpone when the contact context is thin.
- Prepare more relevant follow-up
- Keep warm leads from going cold
- Cut down on last minute research
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Aeroleads in Notis once.
- 2Create an automation for referral follow-up enrichment.
- 3Tell Notis to retrieve detailed information from the task's valid public LinkedIn URL in Aeroleads.
- 4Pick New Task Created as the trigger and choose where run reports go.
- 5Test with one real referral task.
Questions about this workflow
Is a referral treated differently in Aeroleads?
The action is the same LinkedIn detail lookup; the referral context stays in your task.
What happens without a URL?
Notis should flag the task for missing the public LinkedIn URL needed by Aeroleads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Aeroleads. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Aeroleads.