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Notis

Include enrichment credits in regular planning

Review available capacity as part of a predictable planning routine for prospecting and contact work.

Trigger

Recurring schedule

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

Action

Check Credits Balance

Checks the remaining account credits.

Why this helps

Credit planning tends to happen only after enrichment work is already waiting.

  • Bring the current balance into regular planning
  • See available capacity before choosing enrichment work
  • Reduce unplanned pauses in contact 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 check credits and summarize the balance for the planning context you provide.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test one run and confirm the summary is clear for planning.

Questions about this workflow

Can the workflow calculate a future credit budget?

The listed action checks the remaining balance. Any budget assumptions or target thresholds must be provided in the prompt.

What schedule should I choose?

Choose the cadence that fits your planning routine in Notis. The supported trigger is a recurring schedule.

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.

TriggerScheduled

Check Credits Balance

Checks the remaining account credits.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Lead Finder Search

Creates a search to find leads matching company and people criteria.

ActionInstant

Enrich Leads

Requests work email and direct phone number enrichment for leads.

ActionInstant

Get Enrichment Results

Retrieves the results of a lead enrichment request.

ActionInstant

Get Lead Finder Results

Retrieves the results of a lead search.

ActionInstant

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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