Turn prospect criteria into a lead search
Submit the kind of companies and people you want to reach, and let Bettercontact run the search.
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
Prospecting criteria scattered across notes and CRM records can stall the next sales push.
- Start a prospect search from a single request
- Reuse clear criteria without rebuilding a search manually
- Keep prospecting instructions close to the CRM process
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bettercontact once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to use the company and people criteria in the webhook request to create a Bettercontact Lead Finder search.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect search request.
Questions about this workflow
What criteria can I include?
The Bettercontact action supports company and people criteria such as job titles, departments, seniority, company size, industry, and technology stack.
Will this return the matching leads immediately?
This action creates a Lead Finder search. Use the separate results action to retrieve results from a submitted search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bettercontact. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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