Start with context on every new Salesforce lead
New leads often need a quick look before you decide on a next step. Notis can fetch available profile details from a valid public LinkedIn URL and report them where you work.
Trigger
New Lead Trigger
Triggers when a new Lead 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
Switching between Salesforce and LinkedIn for each new lead adds friction to deciding who to follow up with.
- Get profile context when a lead is created.
- Review returned details without a separate research session.
- See when a public LinkedIn URL is missing.
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; name it and describe the research brief in one instruction.
- 3Pick the Salesforce New Lead trigger and choose where run reports go.
- 4Test with one real lead that has a valid public LinkedIn URL.
Questions about this workflow
Does this workflow find LinkedIn URLs for leads?
No. The available AeroLeads action retrieves details from a LinkedIn URL, so the lead needs a valid public profile URL for the lookup.
Where do the research results appear?
They appear in the report channel you choose when setting up the automation.
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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