Keep investor research records current after an update
Let a meaningful research update refresh the connected records you use for outreach and planning.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Trigger Sync
Tool to trigger a sync process manually. use after establishing a connection and defining a sync.
Why this helps
After a research breakthrough, repeating the same update across records creates a small task that is easy to postpone.
- Trigger an existing sync when a notable research update arrives.
- Reduce repetitive updating across connected records.
- Keep investor context closer to the latest Surf research.
Setup
Build it in a few focused steps.
- 1Connect Surf and Nango to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Tell Notis to trigger the existing Nango sync when an incoming Surf investor or project research alert warrants refreshing connected records.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send one real research update and confirm the sync runs for the intended records.
Questions about this workflow
Will this create a new investor connection?
No. It triggers an existing Nango sync for a connection that you have already set up.
Can I include project research as well as fund updates?
Yes. Describe the relevant update types in your prompt and have your external monitor send qualifying alerts to the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Surf to Nango. A trigger fires from one place; an action lands in another.
Surf triggers
Nango actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Trigger Nango Action
Tool to trigger nango workflow actions via api. use when you need to execute an action by specifying the connection, provider config, and action identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Connections
Tool to list all connections. use when you need to retrieve existing connections.
List Connections
Tool to list all connections without credentials. use when you need connection metadata across your account without exposing credentials.
Get Provider Details
Tool to retrieve details for a specific provider. use when you need to fetch provider configuration details by name (e.g., 'salesforce'). use after selecting the provider.
List Providers
Tool to retrieve a list of all available providers. use when you need to display or iterate through every provider before creating connections.
Get Scripts Configuration
Tool to fetch the nango scripts configuration. use when you need to get the available scripts and their triggers.
Trigger Sync
Tool to trigger a sync process manually. use after establishing a connection and defining a sync.
Connect any two apps with Notis in the middle.
Surf and Nango, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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