Bring relevant contact context into opportunity reviews
Opportunity changes can prompt a closer look at the people involved. Ask Notis to retrieve details for a relevant contact's valid public LinkedIn URL and include the findings in a run report.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Preparing for an opportunity review can mean searching for people and rebuilding context across multiple tabs.
- Collect public profile details when an opportunity changes.
- Use the returned context to prepare for a review.
- Keep the report tied to an opportunity event.
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 how to report relevant contact context in one instruction.
- 3Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 4Test with one real opportunity linked to a contact with a valid public LinkedIn URL.
Questions about this workflow
Which person will the workflow look up?
Tell Notis in your instruction how to identify the relevant contact from the opportunity data. If the person or their URL is not available, the lookup cannot run.
Does this update the opportunity record?
The available AeroLeads action retrieves LinkedIn profile details. This workflow reports the results; it does not claim to write them back to Salesforce.
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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