Spot customer record changes in a monthly review
A monthly prompt can surface customer changes while there is still time to decide what belongs in your records.
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
Contact details and company context drift over time, but a manual check is easy to postpone indefinitely.
- Review fresh public context alongside current contact data.
- Flag discrepancies for a human to verify.
- Create a predictable time to review important customer records.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to describe it in plain language.
- 3In one instruction, identify the customer group and ask for new Tavily context plus Xero contact details, flagging possible discrepancies for review.
- 4Choose a monthly schedule and a channel for run reports.
- 5Test with one customer and verify any flagged detail from a trusted source.
Questions about this workflow
Does this automatically change contact details?
No. The workflow retrieves contacts and flags possible discrepancies for your review.
How often does it run?
It runs on the monthly schedule you select.
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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