Get customer context when a risk signal arrives
Send a risk signal from your analytics process to Notis and have the matching Insighto ai contact details ready to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A risk alert without customer context creates an extra search step at exactly the moment quick follow-up matters.
- Put contact details alongside a risk signal.
- Reduce time spent looking up the same customer in another tool.
- Give follow-up a clearer starting point.
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.
- 3Write one plain-language instruction to use the incoming risk signal and retrieve the matching Insighto ai contact by its valid contact ID.
- 4Select the incoming webhook trigger and a channel for run reports.
- 5Send one real example signal and confirm the returned profile is the intended contact.
Questions about this workflow
Does Metabase send the webhook by itself?
The webhook must be sent by an external tool or custom backend, such as a process that uses Metabase analytics.
What information is needed to retrieve a contact?
The action requires a valid Insighto ai contact ID. Include that ID in the incoming request.
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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