Keep your existing Smart Groups easy to find
A periodic inventory can help you remember which segments exist before you create another way to organize prospects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List People SmartGroups
Tool to retrieve all Smart Groups for a project. Use when you need to list the Smart Groups configured in your People project.
Why this helps
Forgetting which segments already exist can lead to duplicated organizational effort and extra decisions.
- See the Smart Groups already configured for a project.
- Make segment review a predictable routine.
- Reduce uncertainty before planning another CRM list.
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 retrieve and summarize the Smart Groups for a GoSquared project on a schedule.
- 3Use one plain-language instruction to request a readable inventory.
- 4Choose the recurring schedule and channel for run reports.
- 5Test with one real run and verify the project inventory is clear.
Questions about this workflow
Does this create new Smart Groups?
No. It lists existing Smart Groups for a project.
Can it help find duplicates?
It can summarize the returned inventory, but it does not modify or merge groups.
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.
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Webhook trigger
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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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