Prepare account access before your review
Get the available account list shortly before your review so you can spot access questions before they interrupt your planning time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Finding out that the needed account is unavailable at the start of a review can derail a founder's limited focus window.
- Move account discovery ahead of a scheduled review.
- Make available account access visible in a run report.
- Reduce last-minute setup interruptions.
Setup
Build it in a few focused steps.
- 1Connect Onedesk and Leadfeeder to Notis once in the portal.
- 2Create an automation with one prompt asking Notis to retrieve and report the Leadfeeder accounts available to the connected user.
- 3Select a recurring schedule timed before your Onedesk review and choose a report channel.
- 4Run an initial check to confirm the account list is accessible.
- 5Review the scheduled report before the next planning session.
Questions about this workflow
Can the automation confirm a specific account's permissions?
It retrieves the accounts available to the connected user, which can help you check whether an expected account appears.
Can I choose the run day?
Set the recurring schedule to fit the timing of your review.
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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