Find prospects among certificate holders
Start with certificate recipients, then ask Bettercontact to find people who match your prospect criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Why this helps
A growing credential community can hide relevant prospects inside a long recipient list.
- Surface relevant prospects from a certificate recipient cohort.
- Use job title, department, seniority, company size, industry, or technology criteria you provide.
- Review search results in a scheduled report.
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 which certificate holders to consider and describe the prospect criteria for Bettercontact Lead Finder.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real certificate cohort and review the results.
Questions about this workflow
Where do the prospect criteria come from?
Provide the criteria in your instruction, such as job titles, seniority, or industries. Bettercontact Lead Finder supports those types of search criteria.
Does the schedule automatically know which certificates to include?
Tell Notis how to identify the relevant certificate holders through the connected Accredible capabilities. The workflow can only use data those capabilities return.
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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