Refresh prospect discovery on a quarterly schedule
Set a quarterly search using your saved prospect criteria and receive a run report when Bettercontact starts it.
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
Prospect research can become stale when the next search depends on someone remembering to restart it.
- Schedule a recurring prospect search.
- Use criteria that reflect your target roles and companies.
- See when each search is created in a run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Bettercontact once in the Notis portal.
- 2Create an automation and name it for quarterly prospect discovery.
- 3Tell Notis which company and people criteria to use for each Lead Finder search.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test the instruction with one real search.
Questions about this workflow
Does this keep the same criteria every quarter?
State the criteria in your instruction. Update the instruction when your target audience changes.
Will the workflow provide the search results?
It creates a Lead Finder search. Retrieve results separately using the search request ID.
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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