Know your Bettercontact credit balance before research
Get a regular view of available credits so prospecting plans do not start with an unexpected limit.
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
You only discover a low credit balance after someone has planned a batch of enrichment work.
- Make remaining credits visible on a regular schedule.
- Plan enrichment work with the latest balance check.
- Reduce last-minute interruptions to prospect research.
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 recurring credit check.
- 3Tell Notis to check the Bettercontact credit balance and summarize the remaining credits in its run report.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real account check.
Questions about this workflow
Does this workflow spend credits?
It checks the remaining balance, which is intended to help verify available credits before requests that consume them.
How often does it run?
You choose the recurring schedule when setting up the Notis automation.
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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