Start outreach planning with account context
A short scheduled account check gives you LeadIQ plan and data visibility context before you spend a focus block planning outreach.
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
Planning a batch of video outreach without checking account access first can interrupt work just as momentum builds.
- See account and data visibility context before prospect research begins.
- Give weekly planning a predictable starting point.
- Avoid discovering account constraints halfway through a prospecting session.
Setup
Build it in a few focused steps.
- 1Connect Heygen and LeadIQ to Notis once through the portal.
- 2Create an automation in Automations or ask Notis to set it up conversationally.
- 3Write one plain-language instruction asking Notis to retrieve LeadIQ account details before your weekly Heygen outreach planning session.
- 4Choose a weekly recurring schedule and a channel for run reports.
- 5Run the automation once and confirm the account summary is useful for your planning.
Questions about this workflow
Does this search for contacts?
No. It retrieves LeadIQ account information, including plans, billing cycles and data visibility settings.
Why is the trigger scheduled?
Heygen has no integration trigger events here, so Notis starts the account check on a recurring schedule.
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.
Get Contact Tracking Balance
Tool to check the remaining balance of contact tracking credits available for the account. Use when you need to verify how many contact tracking credits are left.
Get Usage Statistics
Tool to retrieve API usage statistics and credit consumption for the current LeadIQ account. Use when you need to check credit usage, remaining capacity, or billing information.
Search Company
Tool to search for companies by name, domain, LinkedIn URL, or other identifying information. Use when you need to find companies matching specific criteria. Returns detailed company information including employee count, industry, location, and social profiles.
Search Grouped Advanced
Tool to search for people by job title, seniority, role, company size, and location with results grouped by company. Returns companies with matching people nested under each company for account-based prospecting. Use when you need to find contacts at companies matching specific criteria.
Search People
Search for individual contacts by name, company (past and present), LinkedIn profile, email, or phone number. Use when you need to find people based on identifying information. Returns comprehensive contact data including work/personal emails, phones, employment history, education, and social profiles.
Flat Advanced Search
Tool to search for people using advanced filters by job title, seniority, role, company size, location, and more. Returns a flat list of individual contacts unorganized by company.
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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