Know which People CRM properties you can use
Keep a light reference to available profile properties so future CRM searches are easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get People Property Types
Tool to retrieve all property types in People CRM. Use when you need to discover available profile or event properties.
Why this helps
Uncertainty about which profile details exist can slow down CRM queries and add avoidable trial and error.
- Review the property types available in People CRM.
- Make future searches easier to describe accurately.
- Avoid repeated discovery while planning prospect follow-up.
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 check GoSquared People property types periodically.
- 3Give Notis one plain-language instruction to summarize the available properties as a short reference.
- 4Choose a recurring trigger and run-report channel.
- 5Test with one real run and confirm the reference is easy to scan.
Questions about this workflow
Does this change profile properties?
No. It retrieves the property types available in People CRM.
Why schedule this if properties rarely change?
A less frequent recurring check can refresh a reference without needing to look it up during a time-sensitive workflow.
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
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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
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