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See whether lookup credits are available before a batch

A quick balance check before a document batch can help your team know whether Data247 lookup work is ready to proceed.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Check Account Balance

Checks the Data247 account balance and remaining credits.

Why this helps

Starting a batch without checking available lookup credits can interrupt an otherwise smooth document workflow.

  • Surfaces remaining Data247 credits before lookup work
  • Adds a simple preflight step to a document workflow
  • Helps reduce avoidable interruptions during batch processing

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Data247 once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3Ask Notis in one instruction to check the Data247 account balance and report remaining credits before the document batch starts.
  • 4Choose a webhook trigger that your batch-start process can call and select where run reports should go.
  • 5Test with one real pre-batch request and confirm the reported balance.

Questions about this workflow

Does checking the balance reserve credits?

The listed action checks the account balance and remaining credits. It does not describe reserving credits.

Can the workflow guarantee the batch will complete?

No. The balance check reports availability at the time it runs; it does not guarantee later service availability or a particular lookup outcome.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinda to Data247. A trigger fires from one place; an action lands in another.

Affinda triggers

Data247 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Append Email by Name and Address (v2)

Finds email addresses associated with a person’s name and postal address.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Append Gender by First Name

Estimates a person's gender from their first name.

ActionInstant

Append Name (CNAM Lookup)

Retrieves caller name information associated with a phone number.

ActionInstant

Append Phone to Contact

Finds phone numbers associated with a person's name and address.

ActionInstant

Append Property Data

Retrieves property details, including ownership and financial information.

ActionInstant

Append Profile Data

Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.

ActionInstant

Append Reverse Email Lookup

Finds contact information associated with an email address.

ActionInstant

Append Reverse Phone Lookup

Finds contact details associated with a phone number.

ActionInstant

Connect any two apps with Notis in the middle.

Affinda and Data247, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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