Follow up on onboarding drop-off signals
When onboarding progress looks shaky, make it easier to gather behavior evidence before deciding what to improve.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Data Export
Export data from microsoft clarity.
Why this helps
Onboarding issues compete with feature work, and the trail from a recommendation to useful session evidence can get lost.
- Starts evidence gathering from a concrete onboarding signal.
- Reduces the effort of reconstructing what prompted the investigation.
- Provides a focused input for a later onboarding review.
Setup
Build it in a few focused steps.
- 1Connect Pipeless Recommendations and Microsoft Clarity to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3Describe in one instruction that an onboarding drop-off recommendation should prompt a relevant Clarity data export.
- 4Choose an incoming webhook trigger and your run-report channel, then test with one real onboarding recommendation.
Questions about this workflow
Does the export prove why a visitor left onboarding?
No. It provides behavior data to inspect; the recommendation and export are inputs for your investigation.
Can I use this only for onboarding recommendations?
Describe that scope in the plain-language instruction and send a representative onboarding recommendation through the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipeless Recommendations to Microsoft clarity. A trigger fires from one place; an action lands in another.
Pipeless Recommendations triggers
Microsoft clarity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Data Export
Export data from microsoft clarity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Pipeless Recommendations and Microsoft clarity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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