Keep a market segment search moving on schedule
Give recurring prospect research a reliable start using segment criteria your team has already defined.
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
Recurring segment research depends on someone remembering to recreate the same search and its criteria.
- Start recurring searches without relying on memory.
- Reuse segment criteria supplied in the automation instructions.
- Keep regular prospect research visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Bettercontact once in the Notis portal.
- 2Create an automation in Notis and name it for the market segment search.
- 3Tell Notis which defined segment criteria and available CMS context to use when creating the Lead Finder search.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real segment.
Questions about this workflow
Will the search criteria change as CMS content changes?
Only if the needed context is supplied to Notis and the automation is instructed to use it. The schedule itself does not discover or interpret CMS changes.
Does this retrieve the search results?
No. This action creates a Lead Finder search. Getting its results uses a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bettercontact. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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