Bring submitted lead search results back into view
Set a regular review for a search already in progress so promising leads are easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Lead Finder Results
Retrieves the results of a lead search.
Why this helps
Prospecting research loses momentum when completed search results wait for someone to check them.
- Review a submitted search on a schedule
- Bring returned contact and company details into a report
- Help the team pick up prospecting work without another manual lookup
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, provide the Bettercontact Lead Finder search ID and ask Notis to retrieve and summarize its results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real search ID.
Questions about this workflow
What does the action return?
It returns lead and company data, including contact information, LinkedIn profiles, job titles, company details, and enrichment data.
Does the workflow discover new searches automatically?
No. Provide the ID of a submitted search in the instruction. The action retrieves results for that 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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