Start quarterly prospecting with account context
A small scheduled account check helps you begin quarterly video prospecting with current LeadIQ account details in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Details
Retrieve current user's account information including plans, billing cycles, and credit usage. Use to check available API credits, billing status, and data visibility settings before making data queries.
Why this helps
Big quarterly planning sessions can start with avoidable interruptions when basic account context has not been checked.
- Surface account context before the planning session begins.
- Review plan, billing cycle and visibility settings in one routine.
- Spend the planning block on decisions rather than account discovery.
Setup
Build it in a few focused steps.
- 1Connect Heygen and LeadIQ to Notis once in the portal.
- 2Create the automation conversationally or in the portal's Automations area.
- 3Use one instruction asking Notis to retrieve LeadIQ account details before quarterly Heygen prospecting planning.
- 4Set a quarterly recurring schedule and choose the channel for run reports.
- 5Run the check once and confirm the summary reaches the selected channel.
Questions about this workflow
Does this check contact credits?
No. It retrieves current account information, including plans, billing cycles and data visibility settings.
Why use a scheduled trigger?
Heygen has no integration trigger events, so a Notis cron starts the check at your chosen quarterly time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Heygen to LeadIQ. A trigger fires from one place; an action lands in another.
Heygen triggers
LeadIQ actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Abandon Import Batch
Abandon a contact tracking import batch that is no longer needed. Use when you need to cancel or stop an ongoing import batch operation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
Retrieve current user's account information including plans, billing cycles, and credit usage. Use to check available API credits, billing status, and data visibility settings before making data queries.
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Connect any two apps with Notis in the middle.
Heygen and LeadIQ, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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