Prepare contact details for upcoming credential expirations
Find recipients whose credentials are nearing expiry and gather available contact details for a renewal conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Enrich Leads
Requests work email and direct phone number enrichment for leads.
Why this helps
Renewal conversations often start late because expiry dates and recipient contact research live in separate places.
- Focus contact research on credentials nearing expiry.
- Prepare a recipient list for human renewal follow-up.
- Use available email and phone results for outreach planning.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Bettercontact once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis the expiry window to use and to enrich recipients whose credential data indicates an upcoming expiry.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real credential record that includes an expiry date.
Questions about this workflow
Does this send renewal reminders?
No. The listed Bettercontact actions do not send messages. This workflow prepares contact details for follow-up.
What if credentials have no expiry date?
Notis cannot identify them as expiring from that record. Supply another reliable criterion if one is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Bettercontact. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Checks the remaining account credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Enrich Leads
Requests work email and direct phone number enrichment for leads.
Get Enrichment Results
Retrieves the results of a lead enrichment request.
Get Lead Finder Results
Retrieves the results of a lead search.
Connect any two apps with Notis in the middle.
Accredible certificates and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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