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Notis

Review stakeholder contacts for reporting

Keep report preparation connected to the contacts already organized for stakeholder follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Contacts

Tool to retrieve contacts from a specified list (paginated). use after selecting a list to fetch its contacts.

Why this helps

Report work and stakeholder details can drift apart when contacts sit in a separate tool.

  • Bring selected stakeholder contacts into report preparation.
  • Reduce the effort of reconnecting report needs with contact records.
  • Keep the review bounded to one chosen list.

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 retrieve stakeholder contacts for reporting.
  • 3Write one plain-language instruction to retrieve contacts from the list identifier supplied with each reporting request.
  • 4Select an incoming webhook trigger and a channel for run reports.
  • 5Test using one real report preparation request.

Questions about this workflow

Does this generate the sustainability report?

No. The workflow retrieves contacts from a specified Findymail list to support related review work.

What list information is required?

Include the Findymail list identifier in the webhook request.

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.

TriggerScheduled

Create Contact List

Tool to create a new contact list. use when you need to organize contacts into a named list before adding them.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Contact List

Tool to delete a specified contact list by its id. use after confirming the list id to remove it.

ActionInstant

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.

ActionInstant

Get Contact Lists

Tool to retrieve all contact lists. use when you need an overview of your existing findymail lists.

ActionInstant

List Contacts

Tool to retrieve contacts from a specified list (paginated). use after selecting a list to fetch its contacts.

ActionInstant

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.

ActionInstant

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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