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Check credits before meeting research

Confirm enrichment capacity before you invest time in meeting related prospect research.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

Action

Check Credits Balance

Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.

Why this helps

Meeting preparation can stall when a planned contact search exceeds available data credits.

  • Plan meeting research realistically
  • Avoid interrupted searches
  • Make preparation more predictable

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Bettercontact once in Notis.
  • 2Create an automation that checks Bettercontact credits for new meetings requiring contact research.
  • 3Pick Outlook New Calendar Event as the trigger.
  • 4Choose where reports go and test with one meeting.

Questions about this workflow

Can this check only sales meetings?

Yes. Describe the meeting types or details that should qualify.

What should the report include?

Ask Notis to summarize the balance and whether it appears sufficient for the planned work.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Bettercontact. A trigger fires from one place; an action lands in another.

Outlook triggers

Bettercontact actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Credits Balance

Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Enrich Leads

Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Get Enrichment Results

Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Get Lead Finder Results

Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Connect any two apps with Notis in the middle.

Outlook and Bettercontact, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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