Check lookup credits before planning a batch
See your available Data247 balance on a schedule, before a batch of contact checks needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check Account Balance
Checks the Data247 account balance and remaining credits.
Why this helps
Discovering a low lookup balance in the middle of a document or contact review can disrupt the work already in motion.
- Check remaining Data247 credits on a recurring schedule.
- Review available balance before planning contact lookup work.
- Get a Notis report without manually opening a separate account screen.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Data247 once in Notis.
- 2Create a named automation in Notis.
- 3Tell Notis to check and report the Data247 balance before planned contact review work.
- 4Choose the Notis recurring schedule trigger and a report channel.
- 5Run one test and review the balance report.
Questions about this workflow
Does this workflow run contact lookups?
No. It checks the Data247 account balance and reports remaining credits.
When does it run?
It runs on the recurring schedule you select in Notis.
Does ActiveMerge supply the schedule trigger?
No. Notis provides the recurring schedule trigger because no ActiveMerge trigger events are listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Data247. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
ActiveMerge and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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