Get a useful brief for every new Salesforce contact
New contacts can arrive with too little context. Notis can retrieve details from a valid public LinkedIn URL and bring a short profile brief to the channel you already check.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Opening LinkedIn and researching every new contact interrupts other work and makes it easy to miss useful context.
- See profile details alongside the contact's arrival.
- Keep research in a chosen report channel.
- Skip the lookup when a valid public LinkedIn URL is unavailable.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and AeroLeads once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel; give it a name and describe the outcome in one instruction.
- 3Pick the Salesforce New Contact trigger and choose where run reports go.
- 4Test with one real contact that has a valid public LinkedIn URL.
Questions about this workflow
What does AeroLeads do in this workflow?
It retrieves detailed information using the contact's valid public LinkedIn profile URL. Notis can include the returned details in the run report.
What if the contact has no LinkedIn URL?
The workflow should skip the lookup and report that the URL was unavailable. It cannot retrieve profile details without a valid public URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Aeroleads. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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