Find prospects that fit a proposal brief
Turn the audience described in a proposal brief into a focused search for relevant companies and decision makers.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Why this helps
A polished proposal can still leave founders manually translating its audience into a prospecting search.
- Starts a Lead Finder search from criteria included in the incoming request.
- Supports searches based on job titles, departments, seniority, company size, industry, or technology stack.
- Reduces repeated setup between proposal preparation and prospecting.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bettercontact once in Notis.
- 2Create an automation and tell Notis to use the supplied proposal audience criteria to start a Lead Finder search.
- 3Pick the webhook trigger that starts when the brief and its criteria are sent to Notis.
- 4Choose where Notis should send run reports.
- 5Test with one real brief that includes search criteria.
Questions about this workflow
What criteria can guide the search?
The Bettercontact action supports criteria such as job titles, departments, seniority, company size, industry, and technology stack.
Will the workflow invent search criteria that are missing?
No. Include the intended criteria in the incoming request. Notis should not assume a target industry or role that the brief does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bettercontact. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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