Prepare a quarterly contact portfolio brief
Review your contact portfolio with the gaps, priorities, and decisions that matter for the next quarter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Why this helps
Planning from a raw contact list hides which relationships need attention next.
- Connect contact data to quarterly goals
- Expose relationship gaps
- Give planning meetings a shared starting point
Setup
Build it in a few focused steps.
- 1Connect 44API and Amcards in Notis once.
- 2Create an automation for the quarterly contact portfolio brief.
- 3Instruct Notis to retrieve contacts and prepare a brief using your stated planning criteria.
- 4Choose the Notis cron trigger and set the quarterly schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Can I ask for a specific audience breakdown?
Yes. Describe the audience or criteria in the instruction.
Does this send outreach?
No. It prepares a planning brief from returned contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Amcards. A trigger fires from one place; an action lands in another.
44API triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.
Connect any two apps with Notis in the middle.
44API and Amcards, 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 Amcards.