Orient provider intake with your existing lists
Start provider research with a quick view of your existing contact lists, so you can build on work already done.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact Lists
Tool to retrieve all contact lists. use when you need an overview of your existing findymail lists.
Why this helps
New intake requests can prompt duplicate research when existing contact lists are out of sight.
- Bring current list context into a provider intake moment.
- Reduce accidental duplication in contact organization.
- Make it easier to choose a next research step.
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 review lists on provider intake.
- 3Describe in one plain-language instruction how to retrieve Findymail lists and summarize them for the incoming Cdr platform intake context.
- 4Select an incoming webhook trigger and choose a channel for run reports.
- 5Send one real intake example and review the returned overview.
Questions about this workflow
Does it determine whether a provider is already in a list?
It retrieves the list overview. To inspect contacts, choose a specific list and use the list-contacts action in a separate workflow.
What starts the workflow?
An incoming Notis webhook from an external tool or custom backend carrying the provider intake context.
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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