Bring Smart Group members into a regular review
A scheduled Smart Group review helps you remember to revisit the people you have already organized in GoSquared.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Smart Group People
Tool to retrieve people in a specific Smart Group. Use when listing or filtering members of a Smart Group.
Why this helps
Useful CRM segments can sit untouched when reviewing them requires another manual search and context switch.
- Review people in a chosen Smart Group on a cadence.
- Keep organized CRM segments visible.
- Prepare follow-up without reopening the same list manually.
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 review people in a named GoSquared Smart Group on a schedule.
- 3Describe the group and the concise summary you want in one plain-language instruction.
- 4Choose a recurring trigger and run-report channel.
- 5Test with a real Smart Group and confirm it returns the intended members.
Questions about this workflow
Does this create or edit a Smart Group?
No. It retrieves people from an existing Smart Group.
What if I do not know the group name?
This action is for a specific Smart Group; identify the existing group before relying on the scheduled review.
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.