Notice customer expansion signals in a recurring review
See new company context alongside existing relationships so a promising change does not depend on remembering to search for it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Why this helps
Potential expansion opportunities are easy to miss when customer research has no regular place in the week.
- Surface fresh public signals for selected customers.
- Review those signals beside existing Xero contacts.
- Create a predictable rhythm for account opportunity review.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to make it conversationally.
- 3In one instruction, list the customers and the kinds of expansion signals to look for, then request their Xero contact context.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one customer and review the signal quality.
Questions about this workflow
Does this add expansion opportunities to Xero?
No. It retrieves contacts and summarizes research for your consideration.
Can I narrow the kinds of signals?
Yes. Describe the relevant signals in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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