Enrich a planned batch of leads on schedule
Set a repeatable enrichment cadence for lead details you provide to the automation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Enrich Leads
Requests work email and direct phone number enrichment for leads.
Why this helps
Contact enrichment gets delayed when teams must remember to assemble and submit every batch manually.
- Submit a planned batch on a recurring schedule
- Use Bettercontact's waterfall enrichment request for work emails and direct phones
- Reduce repetitive steps in routine lead preparation
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, specify the lead details supplied to the automation and ask Notis to submit them for Bettercontact enrichment.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch of 1 to 100 leads.
Questions about this workflow
How many leads can one request include?
The Bettercontact action supports batches of 1 to 100 leads.
Does the schedule automatically select records from Agile CRM?
The action accepts lead details for enrichment, but the provided event information does not define an Agile CRM record selection trigger. Specify how the lead details will be supplied.
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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