Schedule prospect discovery around your campaign plan
Have Notis start a fresh Bettercontact Lead Finder search on your chosen schedule using your saved 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
Prospect discovery can fall off the calendar when it depends on someone remembering to start each search.
- Put prospect discovery on a recurring schedule.
- Reuse criteria stated in the automation instruction.
- Review each search start through 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 recurring prospect discovery.
- 3Tell Notis which company and people criteria to use for each new search.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the search instruction with one real run.
Questions about this workflow
Does Bettercontact choose the criteria automatically?
No. State the company and people criteria you want Notis to use in the automation instruction.
Does each scheduled run retrieve leads too?
This workflow creates a search. Retrieving the search results requires the Get Lead Finder Results action and a 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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