Revisit project contacts each month
Give ongoing work a gentle monthly checkpoint so useful contacts stay connected to the projects they support.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Tool to retrieve contacts from a specified list (paginated). use after selecting a list to fetch its contacts.
Why this helps
Long-running initiatives are easy to lose track of when contacts and project notes live in different places.
- Create a regular checkpoint for contacts tied to continuing work.
- Make it easier to restart a project after a busy stretch.
- Bring contact context into a monthly review without extra searching.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Findymail to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to revisit project contacts monthly.
- 3Write one plain-language instruction to retrieve contacts from the specified Findymail list and summarize them with the Cdr project context you provide.
- 4Select a monthly recurring trigger and a run-report channel.
- 5Test the first run with the project list you intend to revisit.
Questions about this workflow
Can I use a different list for each project?
Set up separate automations or provide the appropriate list identifier in the run context.
Does this contact the people in the list?
No. It retrieves their records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Findymail. A trigger fires from one place; an action lands in another.
Cdr platform triggers
Findymail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Tool to create a new contact list. use when you need to organize contacts into a named list before adding them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a specified contact list by its id. use after confirming the list id to remove it.
Find Email by Name
Tool to find someone's email using their full name and company domain. use when you have a person's name and domain and need their email address. supports asynchronous search via webhook url.
Get Contact Lists
Tool to retrieve all contact lists. use when you need an overview of your existing findymail lists.
List Contacts
Tool to retrieve contacts from a specified list (paginated). use after selecting a list to fetch its contacts.
Verify Email
Tool to verify the deliverability of an email address. use when you need to confirm that an email can receive messages before outreach.
Connect any two apps with Notis in the middle.
Cdr platform and Findymail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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