Keep pipeline prospect discovery moving on schedule
Make prospect research a repeatable task tied to the priorities you provide for your Affinity pipeline.
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 often slips when founders must remember to start a fresh search between deal reviews.
- Start searches on a predictable cadence
- Use explicit criteria tied to current pipeline priorities
- Keep discovery moving without a manual launch each time
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 Bettercontact Lead Finder search using the prospect criteria you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once with the current search criteria and review the created search.
Questions about this workflow
Will Notis read my Affinity pipeline automatically?
Affinity has no trigger events listed here. Provide the pipeline priorities and search criteria in the automation instruction or its run context.
What criteria can the search use?
The Lead Finder supports company and people criteria such as job titles, departments, seniority, company 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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