Add profile context to customer referrals
Customer referrals can arrive amid day-to-day work. Notis can help turn the shared LinkedIn URL into Aeroleads profile details.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
A referral can lose momentum when the person who should research it is busy with other work.
- Make it easier to pick up a referral after the original Slack message.
- Retrieve profile details before deciding on a next step.
- Keep the referral source close to the discussion.
Setup
Build it in a few focused steps.
- 1Connect Slack and Aeroleads once through the Notis portal.
- 2Create an automation in the portal, or ask Notis to create it conversationally.
- 3In one instruction, ask Notis to use Aeroleads for valid LinkedIn URLs posted with customer referrals in Slack.
- 4Select the Slack channel message trigger, set a channel for run reports, and test with one real referral.
Questions about this workflow
Does this workflow decide whether a referral is a fit?
No. It retrieves profile details from the LinkedIn URL so you can use that context in your own evaluation.
What URL should I share?
Use a valid public LinkedIn profile URL for the referred person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Aeroleads. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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