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Find prospects from every new Coda campaign brief

Start prospecting as soon as your campaign brief is ready in Coda.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

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

Campaign criteria sit idle while you manually recreate them in a prospecting tool.

  • Removes duplicate campaign setup
  • Starts research while context is fresh
  • Keeps prospect criteria tied to the original brief

Setup

Build it in a few focused steps.

  • 1Connect Coda and Bettercontact in Notis once.
  • 2Create an automation and ask Notis to create a Lead Finder search from each new Coda document's audience criteria.
  • 3Pick New Coda Document as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one real campaign brief.

Questions about this workflow

What does Notis read from the document?

It uses the campaign details and criteria available in the new document; specify any required interpretation in your instruction.

Does this enrich the leads too?

No. This workflow creates the Lead Finder search. Add a separate enrichment workflow after results are available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coda 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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

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

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

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

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

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

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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