Find the right people at a target account
Turn target account research into a focused search using the company and role details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Why this helps
Finding the right people at a company takes repeated searching when criteria are scattered across deal notes.
- Create a search focused on a supplied target account
- Use explicit role and company filters
- Reduce repeated manual prospect research
Setup
Build it in a few focused steps.
- 1Connect Affinity and Bettercontact once in Notis.
- 2Create an automation in plain language from any channel or in Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a Lead Finder search from the target account and people criteria in the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one target account and real search criteria.
Questions about this workflow
Can this workflow infer target accounts from Affinity?
No native Affinity trigger is listed. The webhook must provide the target account context and criteria.
Can I specify roles and company traits?
Yes. The Lead Finder action supports people and company criteria such as titles, department, seniority, size, industry, and technology stack.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bettercontact. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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