Prepare customer research contacts faster
Capture the person you want to learn from and get useful profile context before requesting a conversation.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 research outreach is delayed when contact background takes too long to assemble.
- Find better context for interviews
- Reduce preparation time
- Keep research requests moving
Setup
Build it in a few focused steps.
- 1Connect Todoist and Aeroleads once.
- 2Create an automation that retrieves details for new customer research tasks with a valid public LinkedIn URL.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel and test with one customer research contact.
Questions about this workflow
Does this contact the person?
No. It only retrieves detailed information so you can decide how to approach them.
Can I include the research question in Todoist?
Yes. Include the question or desired outcome in the task text.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Aeroleads. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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