Make monthly lead activity easier to review
Gather the available visit histories for a small set of known leads into one monthly report for your planning routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Visits
Tool to retrieve all visits for a specific lead. use when you need detailed visit history for a lead, optionally filtered by date range.
Why this helps
Monthly reviews can become a scavenger hunt when the relevant lead activity is spread across individual Leadfeeder records.
- Consolidate visit-history retrieval for selected leads into one recurring task.
- Give monthly planning a consistent activity reference.
- Spend less time opening lead records one at a time.
Setup
Build it in a few focused steps.
- 1Connect Onedesk and Leadfeeder to Notis once in the portal.
- 2Confirm the known Leadfeeder lead identifiers to include in the monthly review.
- 3Create an automation with one prompt asking Notis to retrieve each lead's available visit history and summarize it for monthly planning.
- 4Choose a monthly recurring schedule and a run-report channel.
- 5Run a sample with one lead and confirm the report is concise and correctly scoped.
Questions about this workflow
Does this generate a company-wide activity report?
No. It retrieves visit histories for the selected known leads you specify.
Can I change which leads are reviewed?
Update the prompt's lead list when your planning priorities change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Onedesk to Leadfeeder. A trigger fires from one place; an action lands in another.
Onedesk triggers
Leadfeeder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Accounts
Tool to retrieve a list of accounts the user has access to. use when you need to discover all available leadfeeder accounts after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get All Visits
Tool to retrieve all visits for a specific lead. use when you need detailed visit history for a lead, optionally filtered by date range.
Get Company Info by IP
Tool to retrieve company information based on an ip address. use when you need to enrich an ip and obtain its company profile. returns 404 if no match is found.
Get Custom Feeds
Tool to retrieve a list of custom feeds for a specific account. use after confirming the account id to list all its custom feed configurations.
Connect any two apps with Notis in the middle.
Onedesk and Leadfeeder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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