Carry customer introductions into better relationship context
Keep the people introduced by customers visible and understood after the email is sent.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
Customer introductions can be high value but easy to lose among ordinary sent messages.
- Protect referral opportunities
- Prepare thoughtful next steps
- Reduce lost introduction context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Aeroleads in Notis once.
- 2Create an automation for customer introduction enrichment.
- 3Tell Notis to retrieve detailed information from each recipient's valid public LinkedIn URL when a customer introduction is sent.
- 4Pick New Sent Message as the trigger and choose where reports go.
- 5Test it with one real customer introduction.
Questions about this workflow
How does it identify customer introductions?
Tell Notis to focus on sent messages marked or described as customer introductions.
Can it enrich more than one recipient?
Yes, if each intended recipient has a valid public LinkedIn URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Aeroleads. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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