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Turn updated account briefs into searches

When a folder brief changes, refresh the prospecting direction without rebuilding the request manually.

Trigger

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

Action

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

Why this helps

Account research plans evolve in ClickUp while search criteria remain stuck in old notes.

  • Keep searches aligned with updated strategy
  • Reuse structured folder context
  • Reduce repeated research setup

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and BetterContact in Notis.
  • 2Create an automation that interprets the updated folder brief and creates a Lead Finder search.
  • 3Pick the ClickUp Folder Updated trigger.
  • 4Choose a report channel for the search details.
  • 5Test it by updating one research folder brief.

Questions about this workflow

Can a folder represent one account segment?

Yes. Describe the folder convention in your instruction so Notis knows how to interpret its contents.

Does it cancel an older search?

No. It creates the requested search and reports its details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Bettercontact. A trigger fires from one place; an action lands in another.

Clickup triggers

Bettercontact actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Credits Balance

Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Enrich Leads

Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Get Enrichment Results

Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Lead Finder Results

Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Connect any two apps with Notis in the middle.

Clickup and Bettercontact, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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