Give recent prospect correspondence a weekly review
A scheduled search can bring recent prospect-related correspondence back into view before small follow-up loose ends grow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Without a regular review, correspondence history can become another place where a useful next step gets overlooked.
- Creates a predictable checkpoint for reviewing recent correspondence records.
- Reduces reliance on remembering which prospect communications need another look.
Setup
Build it in a few focused steps.
- 1Connect Leadfeeder and Spondyr once through the Notis portal.
- 2Create an automation named weekly prospect correspondence review.
- 3Write one plain-language prompt asking Notis to search Spondyr records using your agreed criteria and summarize records needing review in the context of Leadfeeder prospects.
- 4Choose a recurring weekly trigger and the channel for run reports.
- 5Review the first scheduled search and adjust the criteria in the prompt if needed.
Questions about this workflow
Does this know whether a prospect needs a follow-up?
It can search records using your stated criteria and summarize them; it does not infer a business commitment that is not present.
Does the search send anything?
No. It retrieves records for review.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Condition
Tool to create a new condition. use when defining detailed rules for template selection based on transaction data.
Create Transaction Type
Tool to create a new transaction type. use after defining the json schema for your data to register it in spondyr.
Deliver Spondyr correspondence
Tool to trigger delivery of a previously generated correspondence. use after calling the generate api.
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'.
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.
Get Spondyr Status
Tool to retrieve the status of a previously generated correspondence. use after generating correspondence to check its processing and delivery status.
Get Transaction Types
Tool to retrieve a list of available transaction types. use after authentication to discover data schemas.
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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