Keep an eye on available enrichment credits
Get a regular view of Bettercontact credits so enrichment planning does not depend on someone remembering to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check Credits Balance
Checks the remaining account credits.
Why this helps
Without a routine balance check, teams can discover low credits only after planning contact research.
- Make remaining credits visible on a recurring schedule
- Reduce manual balance checks
- Plan enrichment work with current balance information
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, ask Notis to check the Bettercontact balance and report the remaining credits.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the balance report is useful.
Questions about this workflow
Does this schedule use Agile CRM data?
This workflow uses a Notis schedule to check the Bettercontact account balance. The selected action does not read Agile CRM records.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting up the automation in Notis.
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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