Add an account check to quarterly video planning
Keep account details in view as you review which Heygen video themes and audiences deserve another quarter of focus.
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
Quarterly planning can rely on stale assumptions when account context is not part of the review routine.
- Review plan and billing context during a natural planning checkpoint.
- See data visibility settings before planning new prospecting work.
- Make an account check a routine instead of another remembered task.
Setup
Build it in a few focused steps.
- 1Connect Heygen and LeadIQ to Notis once through the portal.
- 2Create an automation by asking Notis or through Automations in the portal.
- 3Write one plain-language instruction for Notis to retrieve LeadIQ account details during your quarterly Heygen video strategy review.
- 4Set a quarterly recurring schedule and choose where run reports should go.
- 5Run the check once to make sure the report contains the context you need.
Questions about this workflow
What does account details include?
The action retrieves current account information such as plans, billing cycles and data visibility settings.
Can this run only when you plan a video?
This version runs on a recurring schedule. Heygen does not provide trigger events in this workflow package.
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
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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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