Find matching people without repeating a manual CRM search
Turn a useful People CRM query into a planned check-in and make the results easier to bring into your routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List People
Tool to search and filter People CRM profiles. Use when you need to retrieve a list of people based on query terms, specific property or event filters, sorting, and pagination.
Why this helps
Repeating CRM searches by hand makes it easy to forget a useful segment or delay follow-up.
- Repeat a relevant people search on a schedule.
- Receive matching profiles in a concise summary.
- Keep follow-up discovery from depending on memory.
Setup
Build it in a few focused steps.
- 1Connect Extrovert and GoSquared to Notis once in the portal.
- 2Create an automation or ask Notis to search GoSquared People CRM for a described group on a schedule.
- 3Give Notis one plain-language instruction describing the search and useful summary.
- 4Choose a recurring trigger and the channel for run reports.
- 5Test with one real query and confirm the returned people are relevant.
Questions about this workflow
Can this search prospects by LinkedIn profile?
It searches GoSquared People CRM using the available query and filters, not LinkedIn profiles.
Can the search repeat weekly?
Yes. Set a recurring weekly trigger and describe the search in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Extrovert to Gosquared. A trigger fires from one place; an action lands in another.
Extrovert triggers
Gosquared actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Shared User
Tool to add a new shared user to a project. Use when inviting team members via their email address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Remove shared user
Tool to remove a user from a GoSquared project. Use when you need to revoke a shared user's access to your site.
Account Shared Users
Tool to retrieve all team members that have access to a given project. Use after specifying the project to inspect user access.
List Account Sites
Tool to list all projects/sites accessible to the authenticated account. Use when you need to retrieve the account's sites in either grouped or flat format.
Check API Token Validity and Scopes
Tool to check whether an API key is valid and retrieve its enabled scopes. Use when verifying API credentials before making further API calls.
Retrieve Chat Conversation
Tool to retrieve a chat conversation by its ID. Use when you need the full conversation history after obtaining a chat session ID.
Retrieve Chat Messages
Tool to retrieve a list of messages from a chat conversation. Use after identifying the chatID via listing chat conversations to page through a chat's message history.
Retrieve Chat Conversations
Tool to retrieve chat data for reporting purposes. Use when you need to list active chat conversations within a specific time window.
Connect any two apps with Notis in the middle.
Extrovert and Gosquared, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gosquared.