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Carry this month's customer themes into next month's prospecting

Wrap the month with a clear view of the customer themes worth keeping in mind.

Trigger

Recurring schedule

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

Action

Get Report Feedback

Tool to retrieve feedback items for a report. Use when you need paginated and filtered feedback entries for analysis.

Why this helps

Monthly prospecting plans can repeat old assumptions when recent feedback never gets summarized.

  • Bring recent customer themes into next month's planning.
  • Make month-end review easier to repeat.
  • Reduce dependence on remembering scattered feedback.

Setup

Build it in a few focused steps.

  • 1Connect Dropcontact and Mopinion to Notis once through the portal.
  • 2Ask Notis to retrieve recent Mopinion report feedback at month end and summarize themes relevant to next month's prospecting.
  • 3Choose a monthly cron trigger and a channel for run reports.
  • 4Review the first month-end result and specify the desired feedback period in the prompt.

Questions about this workflow

Does this provide statistical trend analysis?

It retrieves feedback items for review. Ask Notis to summarize themes from the responses it receives, without assuming advanced analytics beyond the returned data.

Can the summary inform the next prospecting plan?

Yes. The prompt can ask Notis to highlight themes relevant to planning, while you decide how to use them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Dropcontact triggers

Mopinion actions

Recurring trigger

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

TriggerScheduled

Get Account

Tool to retrieve the current authenticated account information. Use to verify authentication and get account details.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Dataset by ID

Retrieve complete metadata for a specific Mopinion dataset (feedback form) by its ID. Returns dataset properties including name, associated report ID, data source type, and description. Use this action when you need detailed information about a specific dataset/form. To discover available dataset IDs, use the List Datasets action first. This is a read-only operation that does not modify any data.

ActionInstant

Get Dataset Feedback

Retrieve feedback items (survey responses) for a specific dataset/form with optional pagination and filtering. Use this action to fetch multiple feedback entries from a dataset. Each feedback item contains the survey responses including custom fields, scores, metadata, and timestamps. Supports pagination for large result sets and filtering by field values. For retrieving a single feedback item by ID, use GET_DATASET_FEEDBACK_BY_ID instead.

ActionInstant

Get Dataset Feedback By ID

Retrieves a single feedback item by its unique identifier from a specific dataset. Use this tool when you need detailed information about a specific feedback item. First obtain the dataset_id using List Datasets, then get feedback_id values using Get Dataset Feedback. **Important Notes:** - Returns a warning in metadata if the feedback item doesn't exist (with null field values) - Returns 404 error if the dataset_id itself is invalid or inaccessible - The response includes feedback fields, tags, scores, timestamps, and associated metadata

ActionInstant

Get Dataset Field Definitions

Tool to retrieve field definitions for a dataset. Use when you need the schema of a dataset's fields.

ActionInstant

Get Deployment by ID

Retrieves detailed configuration for a specific feedback form deployment by its ID. Returns deployment rules, trigger conditions, scheduling settings, target URLs, and active status. Use this to understand when, where, and how a feedback form is displayed to users.

ActionInstant

Get Deployments

Tool to list all deployments for the authenticated Mopinion account. Use after setting up authentication.

ActionInstant

Get Report By ID

Retrieves detailed information about a specific Mopinion report by its ID. Returns comprehensive report details including name, description, language, creation date, and all associated datasets with their metadata. Use this when you need full information about a specific report. To find available report IDs, use the Get Reports action first. Example use case: Get complete details of report 22511 to understand its datasets and configuration.

ActionInstant

Connect any two apps with Notis in the middle.

Dropcontact and Mopinion, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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