Keep VC fund research from going stale
Set aside one predictable review window and refresh the connected records that support fundraising.
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
Fund research can age quietly when updates require another round of manual lookups and copying.
- Give fund research a regular refresh rhythm.
- Reduce repeated context switching between research and CRM.
- Keep the connected records current for the next fundraising conversation.
Setup
Build it in a few focused steps.
- 1Connect Surf and Nango to Notis once through the portal.
- 2Create the automation in the portal or tell Notis your request conversationally.
- 3Ask Notis to review Surf VC fund research weekly and trigger the existing Nango sync for relevant connected records.
- 4Pick a weekly recurring trigger and a channel for run reports.
- 5Review one real refresh and confirm the intended fund records were synced.
Questions about this workflow
Will this create new fund records automatically?
The Nango sync behavior depends on its existing configuration. The automation triggers that sync; describe any review criteria in the prompt.
Can this run before my fundraising meeting day?
Choose a weekly schedule that gives you time to review the synced research before those conversations.
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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