Create a company brief before the handoff
Give sales, support, and success a shared starting point for every new contact.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Handoffs slow down when each teammate has to repeat the same company research.
- Make handoffs faster
- Create a shared context snapshot
- Avoid repeated profile searches
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aeroleads in the Notis portal.
- 2Create an automation for company brief generation.
- 3Describe that Notis should retrieve details from a valid public LinkedIn URL and summarize company, role, and notable context without guessing.
- 4Pick New User Created as the trigger and choose where reports go.
- 5Test with one real user.
Questions about this workflow
Can the brief include company size?
Only if Aeroleads returns that detail. Ask Notis to mark it unknown when it is absent.
Where does the brief appear?
It is delivered to the report channel you choose during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Aeroleads. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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