Refresh key account context every quarter
A regular account refresh helps you notice changes and prepare thoughtful check-ins without reconstructing the relationship each time.
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
Key account context can go stale when customer research depends on spare time and memory.
- Refresh public account context on a predictable cadence.
- Review research beside current contact records.
- Make customer check-ins easier to plan.
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 create it conversationally.
- 3List the key accounts in one instruction and request fresh Tavily context alongside their Xero contacts.
- 4Choose a quarterly schedule and a channel for run reports.
- 5Test with one key account and verify the context is useful for a check-in.
Questions about this workflow
Will the automation change key account records?
No. It retrieves context and contacts for your review.
Can I use a different cadence?
Yes. Select the recurring schedule that fits your review routine.
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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