Keep relationship context through program handoffs
Give the next person handling a program a useful starting point on its relationship owner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich Person
Enrich a person record from identifiers (email, phone, name+company, LinkedIn, or PDL ID).
Why this helps
Handoffs lose momentum when the next person has to recreate contact context.
- Enrich the named contact when a handoff is reported.
- Make it easier to continue a relationship across owners.
- Reduce repeated background searches during transitions.
Setup
Build it in a few focused steps.
- 1Connect Digital Humani and People Data Labs once in the portal.
- 2Create an automation in the portal or ask Notis for it conversationally.
- 3Use one prompt asking Notis to enrich the relationship owner's email when your backend reports a program handoff.
- 4Choose an incoming webhook trigger and a channel for reports.
- 5Test with one real handoff and contact email.
Questions about this workflow
Does the automation transfer ownership?
No. It enriches the contact named in a handoff signal; the handoff itself is handled elsewhere.
What starts the workflow?
Your backend sends a webhook to Notis when it detects the program handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Digital Humani to People Data Labs. A trigger fires from one place; an action lands in another.
Digital Humani triggers
People Data Labs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich Company
Enrich a company record from a name, website, LinkedIn, or stock ticker.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person
Enrich a person record from identifiers (email, phone, name+company, LinkedIn, or PDL ID).
Find Companies
Search the People Data Labs company dataset with Elasticsearch or SQL queries.
Find People
Search the People Data Labs person dataset with Elasticsearch or SQL queries.
Connect any two apps with Notis in the middle.
Digital Humani and People Data Labs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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