Review prospect search results on schedule
Give active prospect research a regular review point, with returned search results gathered into a Notis report.
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
Prospect search results can become stale when there is no planned moment to review them and decide what to do next.
- Check supplied Lead Finder search IDs on a recurring schedule.
- Bring returned prospect and company details into run reports.
- Create a reliable review point for active research.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Bettercontact once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for recurring search review.
- 3Tell Notis to retrieve results for the Bettercontact search IDs supplied for review and summarize the returned prospect and company data.
- 4Choose notis_cron and set the recurring schedule, then choose where run reports go.
- 5Test with one real Lead Finder search ID and review the report.
Questions about this workflow
Does the schedule find searches automatically in Agiled?
No. Agiled has no listed trigger events for this pair. Supply the Bettercontact search IDs the recurring run should review.
Can the workflow create a new Lead Finder search?
No. This workflow retrieves results from existing searches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bettercontact. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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