Plan monthly contact work with a current credit check
See the current Bettercontact balance as part of your monthly campaign planning routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check Credits Balance
Checks the remaining account credits.
Why this helps
Monthly planning is harder when nobody knows whether there is current capacity for contact enrichment.
- Add a monthly balance check to planning.
- See the current balance in a Notis run report.
- Make credit availability visible before scheduling contact work.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bettercontact once in the Notis portal.
- 2Create an automation and name it for monthly credit planning.
- 3Tell Notis to check the remaining Bettercontact credits and report the current balance.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real run.
Questions about this workflow
Does this monthly workflow reserve credits?
No. It checks and reports the remaining balance but does not reserve credits.
Can the balance change after the report?
Yes. The report reflects the balance when the check runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Bettercontact. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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