Start with a clear view of contact growth
A short daily pulse connects Metabase contact trends to the current Insighto ai contact list, giving you one less dashboard detour.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Contact growth can go unnoticed until someone manually checks analytics and then searches the support platform.
- See daily contact movement alongside analytics.
- Catch unexpected changes early enough to investigate.
- Review contact data without remembering to visit multiple tools.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create an automation through the portal or by asking Notis in plain language.
- 3Describe a daily check of Metabase contact trends followed by retrieving the relevant Insighto ai contacts.
- 4Pick a daily schedule and your preferred run-report channel.
- 5Test with one real day and verify the contacts match the intended scope.
Questions about this workflow
Can the contact list include every contact?
The action supports paginated contact retrieval. In the instruction, ask Notis to retrieve the pages needed for your review.
Is this triggered by a new Metabase contact?
No. It runs on a Notis schedule and checks Metabase when it runs.
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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