Automatic Lead Company Research on Status Change
Leads move to qualification but executive function makes it easy to skip the company research prep step. This automation researches leads instantly when status changes.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Why this helps
Leads move to qualification stage but the executive function required for research prep work creates friction that leads to under-researched leads.
- Lead company auto-researched when status is set to qualify
- Qualification team has context ready immediately
- No leads move forward without basic company intel
Setup
Build it in a few focused steps.
- 1Open Notis and create a lead research automation
- 2Name it (e.g. 'Lead qualification research') and describe: 'When a lead issue status changes to qualify, research the company domain'
- 3Select trigger: Issue Updated (status changes)
- 4Specify the status value that triggers research (e.g. 'Qualified', 'In Review')
- 5Test by moving a lead to qualification status
Questions about this workflow
What if a lead doesn't have a clear company name?
Notis will note in the result if a domain cannot be found. Use your prompt to specify what should happen (e.g. 'Flag for manual research' or 'Request company name from lead').
Can I run this on multiple status changes?
Yes. Describe multiple status values in your automation prompt, e.g. 'When status changes to qualify OR interested, research the lead'.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bigpicture io. A trigger fires from one place; an action lands in another.
Linear triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Comment Received Trigger
Triggered when a comment is received.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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