Keep verified client contacts in Tave
When your intake data confirms a client contact, let Notis add the entry to Tave while the details are still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Address Book Entry
Tool to create an entry in the address book. Use when you need to add a new person, company, or location to the address book.
Why this helps
Re-entering client details after intake creates friction and makes it easy to postpone the first setup step.
- Reduces repeated contact entry
- Gets confirmed people and companies into Tave sooner
- Creates a consistent handoff from intake data
Setup
Build it in a few focused steps.
- 1Connect Snowflake and Tave to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to add newly verified client contacts.
- 3Describe the contact criteria and intended address book entry in one plain-language prompt.
- 4Pick an incoming webhook trigger and a reporting channel, then test with one real verified contact.
Questions about this workflow
Can the automation handle people and companies?
The Tave action supports adding a person, company, or location; describe the relevant contact type in the prompt.
How does it know a contact is verified?
Your Snowflake process should send the webhook only after its verification criteria are met.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Snowflake to Tave. A trigger fires from one place; an action lands in another.
Snowflake triggers
Tave actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Snowflake and Tave, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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