Start relationship planning with fresher crypto context
Refresh the connected records you rely on before monthly customer and partner planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Trigger Sync
Tool to trigger a sync process manually. use after establishing a connection and defining a sync.
Why this helps
Relationship records can lose useful market context between planning sessions.
- Prepare connected records for a monthly planning pass.
- Reduce last-minute research before customer and partner conversations.
- Create a predictable moment to refresh context.
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 tell Notis what to do conversationally.
- 3Prompt Notis to review relevant Surf project context monthly and trigger the existing Nango sync for connected CRM records.
- 4Choose a monthly recurring schedule and a channel for run reports.
- 5Confirm one real sync updates the records you intend to review.
Questions about this workflow
Can this run only for selected relationships?
Describe which relationships or research areas matter in the prompt and ensure the existing Nango sync supports the intended records.
What does the sync update?
The configured Nango sync determines its data behavior. This automation triggers it on your chosen schedule.
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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