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Bring past correspondence into a prospect review

When an account is back on your radar, search Spondyr correspondence to gather prior records before deciding what deserves attention.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search Correspondence

Tool to search generated correspondence by multiple criteria. use after correspondence generation to retrieve historical records with filters, paging, and sorting.

Why this helps

Reconstructing previous communication from memory can turn a simple account review into a distracting search session.

  • Retrieves historical correspondence records for a requested prospect review.
  • Helps preserve context before deciding on a next step.

Setup

Build it in a few focused steps.

  • 1Connect Leadfeeder and Spondyr to Notis once in the portal.
  • 2Create an automation named prospect correspondence lookup.
  • 3Write one plain-language prompt asking Notis to search Spondyr correspondence using the criteria included in an account-review webhook.
  • 4Choose an incoming webhook trigger and select a channel for run reports.
  • 5Test with one real review request and check that the returned records fit the intended criteria.

Questions about this workflow

Does this send or change correspondence?

No. It searches existing correspondence records.

Can it search using multiple criteria?

The Spondyr search action supports multiple criteria; describe the relevant criteria in the plain-language prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Leadfeeder to Spondyr. A trigger fires from one place; an action lands in another.

Leadfeeder triggers

Spondyr actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Conditions

Tool to list all conditions for a transaction type. use when you need to retrieve all condition rules defined for a specific transaction type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Condition

Tool to create a new condition. use when defining detailed rules for template selection based on transaction data.

ActionInstant

Create Transaction Type

Tool to create a new transaction type. use after defining the json schema for your data to register it in spondyr.

ActionInstant

Deliver Spondyr correspondence

Tool to trigger delivery of a previously generated correspondence. use after calling the generate api.

ActionInstant

Update Event Type

Tool to update an existing event type. use when you need to modify the name or associated transaction type of an event type. example: rename the 'ordershipped' event to 'orderdelivered'.

ActionInstant

List Event Types

Tool to list all event types for a given transaction type. use when you need to discover available events after retrieving transaction types.

ActionInstant

Get Spondyr Status

Tool to retrieve the status of a previously generated correspondence. use after generating correspondence to check its processing and delivery status.

ActionInstant

Get Transaction Types

Tool to retrieve a list of available transaction types. use after authentication to discover data schemas.

ActionInstant

Connect any two apps with Notis in the middle.

Leadfeeder and Spondyr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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