Prepare prospect research for a new Trello board
Give a new prospecting board useful research context from the start.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
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
New boards can begin with a blank research process that slows the first outreach sprint.
- Accelerate new prospecting initiatives
- Create a research baseline from supplied URLs
- Reduce blank-board setup work
Setup
Build it in a few focused steps.
- 1Connect Trello and Aeroleads in Notis once.
- 2Create an automation for new board research preparation.
- 3Tell Notis to retrieve Aeroleads details for the valid public LinkedIn URLs you provide with the new board context.
- 4Pick the Trello New Board Trigger for the workspace.
- 5Choose a report channel and test it with one newly created board.
Questions about this workflow
Where do the LinkedIn URLs come from?
You must provide them in the automation prompt or event context because a new board does not itself contain prospect URLs.
Does this populate Trello cards?
The available action retrieves Aeroleads details; it does not create cards.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Aeroleads. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Aeroleads.