Keep a simple weekly account access check
Once a week, have Notis retrieve the Leadfeeder accounts available to you and report the list where you review Onedesk operations.
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
A founder can lose time discovering which Leadfeeder account is available when preparing to review support and sales activity.
- Make available Leadfeeder accounts easy to inspect on a recurring cadence.
- Catch an unexpected access change before a planned review.
- Keep a small check inside an existing weekly routine.
Setup
Build it in a few focused steps.
- 1Connect Onedesk and Leadfeeder to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Use one prompt asking Notis to retrieve available Leadfeeder accounts and report the account list for your weekly operations review.
- 4Select a recurring schedule trigger and choose a channel for run reports.
- 5Run it once and confirm the report shows the accounts available to the connected user.
Questions about this workflow
Does this check individual visitor activity?
No. It retrieves the Leadfeeder accounts available to the connected user.
How often does it run?
Choose a weekly recurring schedule when creating the automation.
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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