Know the Health of Your Top Accounts Every Month
First of the month: deep-dive profiles for your top 10 customers. Growth metrics. Funding changes. Headcount trends. Market position. You see the real health of your accounts without lifting a finger. One struggling. Three expanding. Two flat. You know exactly where to focus your energy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Apollo Get Complete Organization Info
Get the complete record for a company by its Apollo organization id.
Why this helps
You have no idea if your top customers are actually healthy or at risk of churning. You can't quickly answer: Is this customer growing or shrinking? Do they have budget for expansion? Are they in trouble? You want to feel confident in your book of business, but you don't have the data.
- Understand the true health and growth of your top accounts monthly
- Spot at-risk customers early so you can proactively reach out
- Identify which customers are expanding (expansion opportunity) vs. flat (risk)
- Have complete company profiles for leadership conversations
- Make data-driven retention and upsell decisions
Setup
Build it in a few focused steps.
- 1Connect Payhere and Apollo to Notis.
- 2Tell Notis: 'On the first of every month, pull complete company profiles for my top 10 customers.'
- 3Notis identifies your top customers by revenue/contract value and sets up monthly pulls.
- 4Choose your notification channel and confirm first-of-month delivery.
- 5First delivery, verify you receive complete profiles with growth metrics and company health signals.
Questions about this workflow
How do you identify my top customers?
By revenue (largest contracts), frequency (most recent), or retention (longest tenure). You tell Notis the criteria.
What metrics are included in a health check?
Headcount growth, funding stage, revenue trends, hiring activity, news mentions, market position. Full picture.
Can I audit more frequently than monthly?
Yes. Ask Notis for weekly, bi-weekly, or quarterly audits depending on how hands-on you want to be.
How do I use this to improve retention?
Identify shrinking customers and reach out proactively. Identify expanding customers and pitch upsells. Each segment gets a different strategy.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Payhere to Apollo. A trigger fires from one place; an action lands in another.
Payhere triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Apollo People Enrichment
Enrich one person with verified contact and profile data — email, profile, and optionally a mobile phone number — from an email, name, LinkedIn URL, or Apollo id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Apollo Organization Job Postings
Retrieve a company's active job postings by its Apollo organization id.
Apollo Get Complete Organization Info
Get the complete record for a company by its Apollo organization id.
Apollo Organization Search
Find companies by headcount, location, revenue, funding, keywords, and technology.
Apollo News Articles Search
Search news articles about companies by organization, category, and date.
Apollo Get Complete Person Info
Get the complete record for a person by their Apollo person id.
Connect any two apps with Notis in the middle.
Payhere and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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