Let deal progress prompt your next prospect search
Use sales momentum as a cue to create a Bettercontact search for the next prospects that fit your stated criteria.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
Why this helps
Founders can focus on moving one deal forward and lose the habit of building the next set of opportunities.
- Create a Lead Finder search when a deal stage updates.
- Connect sales progress with a defined prospect discovery action.
- Make the resulting search visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Bettercontact once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal-led discovery.
- 3Tell Notis to create a Bettercontact Lead Finder search using the company and people criteria you specify when a deal stage changes.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and review the search report.
Questions about this workflow
Can the search use the deal's stage as a filter?
The listed Lead Finder action supports company and people criteria. Only request stage-based criteria if they are supplied and meaningful for the search.
Does this retrieve the search results?
It creates the search. Retrieve its results separately using the Lead Finder results action and a search identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Bettercontact. A trigger fires from one place; an action lands in another.
Hubspot triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
Contact Created Trigger
Contact Created Trigger
Enrich Leads
Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Enrichment Results
Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.
Get Lead Finder Results
Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.
Connect any two apps with Notis in the middle.
Hubspot and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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