Connect Polygon to LeadIQ
When something happens in Polygon, Notis takes the next step in LeadIQ. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Polygon to LeadIQ
Turn market alerts into company lookups
When a Polygon alert names a company, Notis finds its current LeadIQ company profile automatically.
Map daily market momentum to prospects
Each morning, Notis reviews Polygon momentum and finds relevant decision-makers grouped by company in LeadIQ.
Find contacts after sector shifts
A weekly Polygon sector review prompts LeadIQ to find contacts at companies showing relevant market movement.
Find people connected to a ticker event
When a Polygon event includes a ticker, Notis searches LeadIQ for specified people connected to that company.
Refresh watchlist company profiles
Once a month, Notis checks Polygon watchlist activity and refreshes company matches through LeadIQ.
Check LeadIQ capacity before research
Before a weekly Polygon market review, Notis checks LeadIQ usage so research stays within available capacity.
Check tracking credits for market research
Notis checks LeadIQ contact tracking balance before scheduled Polygon-driven prospect research.
Review LeadIQ account readiness
Each month, Notis reviews LeadIQ account details before a new Polygon prospecting cycle begins.
Build an account map from earnings signals
A Polygon earnings webhook prompts Notis to find relevant roles at the company through LeadIQ grouped search.
Supported Triggers and Actions
Notis builds workflows that link Polygon to LeadIQ. A trigger fires from one place; an action lands in another.
Polygon triggers
LeadIQ actions
Abandon Import Batch
Abandon a contact tracking import batch that is no longer needed. Use when you need to cancel or stop an ongoing import batch operation.
Get Account Details
Retrieve current user's account information including plans, billing cycles, and credit usage. Use to check available API credits, billing status, and data visibility settings before making data queries.
Get Contact Tracking Balance
Tool to check the remaining balance of contact tracking credits available for the account. Use when you need to verify how many contact tracking credits are left.
Get Usage Statistics
Tool to retrieve API usage statistics and credit consumption for the current LeadIQ account. Use when you need to check credit usage, remaining capacity, or billing information.
Search Company
Tool to search for companies by name, domain, LinkedIn URL, or other identifying information. Use when you need to find companies matching specific criteria. Returns detailed company information including employee count, industry, location, and social profiles.
Search Grouped Advanced
Tool to search for people by job title, seniority, role, company size, and location with results grouped by company. Returns companies with matching people nested under each company for account-based prospecting. Use when you need to find contacts at companies matching specific criteria.
Search People
Search for individual contacts by name, company (past and present), LinkedIn profile, email, or phone number. Use when you need to find people based on identifying information. Returns comprehensive contact data including work/personal emails, phones, employment history, education, and social profiles.
Flat Advanced Search
Tool to search for people using advanced filters by job title, seniority, role, company size, location, and more. Returns a flat list of individual contacts unorganized by company.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it trough Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Connect any two apps with Notis in the middle.
Not just Polygon and LeadIQ. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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