Match consultant inquiries with more context
Review expertise and background before you spend time matching a consultant to a need.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Consultant intake answers often need manual profile research before you can assess fit.
- Improve consultant matching
- Shorten intake review
- Surface relevant expertise
Setup
Build it in a few focused steps.
- 1Connect Typeform and Aeroleads once in Notis.
- 2Create a consultant intake enrichment automation.
- 3Describe that Notis should confirm the public LinkedIn URL, retrieve details, and summarize expertise relevant to the request.
- 4Pick New Form Response and set a report channel.
- 5Test with one intake form.
Questions about this workflow
Can I provide matching criteria?
Yes, include the criteria in the plain language instruction.
Will it contact the consultant?
No. It prepares a review brief only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Aeroleads. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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