Know your Datagma credit balance before research runs
Get a scheduled balance check so your team can plan enrichment work with the current available credits in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credits
Retrieve the current credit balance.
Why this helps
Unclear remaining credits can interrupt planned enrichment work or require last-minute account checks.
- Review the current Datagma credit balance on a recurring schedule.
- Keep the balance check separate from enrichment requests.
- Receive a run report in a channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Datagma once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the credit check.
- 3Tell Notis to retrieve the current Datagma API credit balance and report the amount with the run date.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Does this consume credits for enrichment?
The listed action retrieves the current credit balance. It does not perform person or company enrichment.
Can the schedule reflect my team's planning cadence?
Yes. Choose the recurring schedule that fits your needs when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Datagma. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Agencyzoom and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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