Enrich an updated advisor queue
Make advisor outreach easier by refreshing context when tasks move forward.
Trigger
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.
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
Advisor queues become noisy when task updates do not bring research along with them.
- Keep advisor research current
- Support more relevant outreach
- Reduce repeated profile checks
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Aeroleads in Notis once.
- 2Create an automation for updated advisor queues.
- 3Tell Notis to enrich affected advisor tasks with valid public LinkedIn URLs using Aeroleads.
- 4Pick Task Updated as the trigger and choose where reports should go.
- 5Test with one updated advisor task.
Questions about this workflow
Can it review several advisor tasks?
Yes, ask Notis to process each changed task that has a valid public LinkedIn URL.
Does it rank advisors?
No. It retrieves profile details so you can make the ranking decision.
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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