Run prospect searches on a dependable schedule
Give Notis the prospect criteria you want reused and a schedule for starting Bettercontact searches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Why this helps
Repeated prospect research can slip when every search depends on someone restarting the same process.
- Start prospect searches on a regular schedule
- Reuse criteria in a single instruction
- Reduce the overhead of remembering to launch routine searches
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 company and people criteria for a Bettercontact Lead Finder search.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and review the created search report.
Questions about this workflow
Where do the search criteria come from?
Provide the criteria in the automation instruction. The action supports company and people criteria including job titles, departments, seniority, company size, industry, and technology stack.
Does a scheduled search guarantee new leads every time?
No. The action creates a search. The results depend on the criteria and the data Bettercontact can return.
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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