See which contacts may sit behind a changing trend
A trend alert can start a contact lookup, helping you move from an abstract number to records you can examine.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get List Of Contacts
Tool to fetch a paginated list of contacts. use after confirming a valid api key to iterate through pages of contacts.
Why this helps
A changing response trend is hard to act on when there is no quick path from the metric to the people represented in it.
- Pair an alert with a relevant set of contact records.
- Reduce time spent finding people behind a metric.
- Make the next investigation step more concrete.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create a webhook automation in the portal or ask Notis to create it conversationally.
- 3Write one instruction asking Notis to use the alert context and retrieve the relevant paginated Insighto ai contacts for review.
- 4Choose the incoming webhook trigger and a channel for run reports.
- 5Send one real trend alert and verify the contact scope.
Questions about this workflow
Who sends the trend alert?
An external tool or custom backend that monitors Metabase analytics sends the request to Notis.
Can the workflow send a message to those contacts?
This workflow only retrieves contacts. Sending messages requires a separate action and an appropriate purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Metabase to Insighto ai. A trigger fires from one place; an action lands in another.
Metabase triggers
Insighto ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Intent
Tool to create a new intent in insighto.ai. use when adding custom intents before training or deployment. call after confirming intent attributes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Provider
Tool to create a new provider. use after obtaining org id to register the provider.
Create Widget
Tool to create a new widget with specified attributes. use after confirming assistant id and widget type.
Get Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Get List Of Contacts
Tool to fetch a paginated list of contacts. use after confirming a valid api key to iterate through pages of contacts.
Get List Of Conversations
Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.
Get List Of Datasources
Tool to list all existing data sources. use when you need to fetch the complete set of data sources.
Read Contact Custom Field List
Tool to retrieve a list of custom fields associated with contacts. use when you need to inspect or sync contact metadata definitions.
Connect any two apps with Notis in the middle.
Metabase and Insighto ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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