Keep membership context visible with a monthly review
A recurring access overview helps you remember the people and memberships already in place when a new lead asks about collaboration.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Memberships
Tool to retrieve all memberships for the current user. Use after authenticating to list user memberships.
Why this helps
Membership context can fade between projects, leaving you to reconstruct who is connected when a lead asks about collaboration.
- Make membership review a recurring routine.
- Bring collaboration context into lead follow-up.
- Get the result in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Popupsmart and Kaleido to Notis once through the portal.
- 2Create a scheduled automation in the portal or describe the monthly review to Notis in plain language.
- 3Use one instruction to retrieve Kaleido memberships and summarize them for your collaboration and lead planning.
- 4Select a monthly recurring schedule and choose the run report channel.
- 5Review a real run to confirm the summary is useful for your workflow.
Questions about this workflow
Does this add or remove memberships?
No. It retrieves memberships for the current user.
Why use a schedule?
A monthly trigger provides a regular reminder to review access without depending on a Popupsmart event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Popupsmart to Kaleido. A trigger fires from one place; an action lands in another.
Popupsmart triggers
Kaleido actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Organization Identity Proof
Tool to add an identity proof to an organization. Use when registering an x.509 certificate chain for an org immediately after creation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create API Key
Tool to create a new API key for an organization. Use after confirming the org_id.
Delete API Key
Tool to delete a specific API key. Use when you need to remove an API key by its identifier after confirming it's no longer in use.
Get API Keys
Tool to retrieve all API keys associated with the organization. Use when you need an overview of existing API keys after authenticating.
Get App2App Runtimes
Tool to retrieve App2App runtimes by listing all services and filtering where service == 'app2app'. Use after authenticating to enumerate App2App service instances.
Get Application Credentials
Tool to retrieve application credentials for a specific environment. Use when you need to list DApp credentials after environment setup.
Get Consortia
Tool to retrieve all consortia associated with the organization. Use after authenticating to view existing consortia.
Get Event Streams
Tool to list all event streams configured in the environment. Use when you need to retrieve current event stream setups.
Connect any two apps with Notis in the middle.
Popupsmart and Kaleido, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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