Prepare lead follow-up with a service overview
Put a short services recap in your planning channel before the week fills up with lead questions and project tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Services
Tool to retrieve all services the current user owns or can see. Use after authenticating to list available services.
Why this helps
Starting the week by reopening tools to recall available services can break focus before the day's work begins.
- Begin the week with service context ready to scan.
- Reduce repeated dashboard searches.
- Make lead follow-up planning easier to start.
Setup
Build it in a few focused steps.
- 1Connect Popupsmart and Kaleido to Notis once through the portal.
- 2Create a weekly scheduled automation in the portal or tell Notis you want a recurring services recap.
- 3Give one plain-language instruction to retrieve visible Kaleido services and summarize them for upcoming lead follow-up.
- 4Select a weekly recurring trigger and choose the run report channel.
- 5Review the first report and adjust the instruction to match your planning needs.
Questions about this workflow
Does the recap create services?
No. It retrieves services the current user owns or can see.
Can I use this for a specific lead?
This workflow is a general weekly recap. Use a separate webhook instruction for a specific lead request.
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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