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Notis

Bring customer context into your Clutch pipeline review

Get the latest customer list as your weekly pipeline review begins, so you can focus on decisions instead of repeat lookups.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Customers

Tool to list customers. Use when you need to retrieve customers with optional pagination, sorting, and field selection.

Why this helps

It is hard to remember which customer context is current when provider research and account lists are checked at different times.

  • Refresh customer context on a predictable cadence
  • See the current customer list in one run summary
  • Spend less time reopening the same lookup

Setup

Build it in a few focused steps.

  • 1Connect Clutch and Hotspotsystem to Notis once in the portal.
  • 2Create an automation in the portal, or ask Notis for a weekly customer list during your Clutch provider pipeline review.
  • 3Write one plain-language prompt asking Notis to list customers and summarize useful account context alongside the pipeline review.
  • 4Select a recurring weekly trigger and a channel for run reports.
  • 5Review one scheduled run and adjust the prompt if its summary is too broad.

Questions about this workflow

Does this workflow assign customers to Clutch providers?

No. The action lists Hotspotsystem customers; any comparison in the summary is based on context available to Notis.

Can I limit the list?

The List Customers action supports optional pagination, sorting, and field selection. Describe the information you need in the prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clutch to Hotspotsystem. A trigger fires from one place; an action lands in another.

Clutch triggers

Hotspotsystem actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Customers

Tool to list customers. Use when you need to retrieve customers with optional pagination, sorting, and field selection.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Customers by Location

Tool to list customers by location. Use when you need to retrieve customers for a specific location with optional field selection, sorting, and pagination.

ActionInstant

Generate Voucher (v1)

Tool to generate an access voucher on the fly. Use when you need a single-use voucher for a specified location after ensuring sufficient credits.

ActionInstant

List Locations

Tool to list the resource owner's locations. Use when you need to retrieve locations with optional filtering, sorting, or pagination.

ActionInstant

Misc Ping

Tool to perform health check against the HotspotSystem API. Use when verifying connectivity and availability.

ActionInstant

List Subscribers

Tool to list newsletter subscribers. Use when you need to retrieve subscribers with optional field selection, sorting, and pagination.

ActionInstant

List Subscribers by Location

Tool to list subscribers by location. Use when you need to retrieve subscribers for a specific location with optional field selection, sorting, and pagination.

ActionInstant

List MAC Transactions

Tool to list MAC-based transactions. Use when you need to retrieve MAC transaction records with optional pagination and sorting.

ActionInstant

Connect any two apps with Notis in the middle.

Clutch and Hotspotsystem, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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