Evaluate advisor introductions with clarity
See the experience behind an advisor inquiry before you schedule a deeper conversation.
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
Advisor introductions can consume time when you have to research every background manually.
- Prepare for advisor calls
- Identify relevant experience
- Improve matching conversations
Setup
Build it in a few focused steps.
- 1Connect Typeform and Aeroleads in Notis.
- 2Create an advisor introduction enrichment automation.
- 3Tell Notis to validate the public LinkedIn URL, retrieve details, and summarize experience relevant to the stated need.
- 4Select New Form Response and choose where reports go.
- 5Test with one advisor submission.
Questions about this workflow
Can it compare expertise with my stated need?
Yes, include the need and matching criteria in the instruction.
Will it schedule a call?
No. It provides a preparation report.
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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No card. Works with personal or business Aeroleads.