Give customer record checks a regular slot
Review selected customer profiles on a cadence, instead of waiting until you need a detail in the middle of another task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Contact
Tool to retrieve details of a specific contact. use when you have a contact id and need full profile details.
Why this helps
Looking up contact details only when needed can pull you away from the work already in progress.
- Creates a predictable customer record check.
- Reduces disruptive last-minute profile searches.
- Keeps selected contact details in view during operations review.
Setup
Build it in a few focused steps.
- 1Connect Printify and Spoki to Notis once in the portal.
- 2Create a monthly contact review automation in the portal or ask Notis for one in plain language.
- 3Prompt Notis to retrieve the confirmed Spoki contact profile for your Printify customer record review.
- 4Select a monthly trigger and a channel for run reports.
- 5Test with one confirmed contact id and review the returned profile.
Questions about this workflow
Can this search for an unknown contact?
This action retrieves a contact when you have the contact id; use the contact listing action to search first if needed.
Does this update the contact?
No. It retrieves the profile for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Printify to Spoki. A trigger fires from one place; an action lands in another.
Printify triggers
Spoki actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create custom field
Tool to create a new custom field. use when defining extra data points for contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Contact
Tool to create or update a contact. use when you need to upsert a single contact record via the sync endpoint.
Delete contact
Tool to delete a specific contact. use after confirming the contact id. example prompt: "delete contact with id 1091234."
Get Account Current Report
Tool to get the current report for a specified account. use when you need up-to-date metrics on messages and conversations for an account. note: result is cached for 30 minutes.
List Agencies
Tool to list all agencies accessible to the user. use when you need to retrieve all agencies for the authenticated account.
List Automations
Tool to list, search, and filter automations. use after authenticating to retrieve available automations and apply optional search or platform filters.
List campaigns
Tool to list, search, and filter campaigns. use when you need to retrieve campaigns optionally filtered by scheduled datetime.
List Contacts
Tool to list, search, and filter contacts. use when you need to retrieve contacts with optional search and filters.
Connect any two apps with Notis in the middle.
Printify and Spoki, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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