Bring quote context to a renewal signal
When a renewal date or signal surfaces, gather relevant proposals before planning the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Renewal details can arrive early but still be forgotten when they are not connected to the quote history.
- Connect renewal context to relevant existing quotes.
- Prepare a more informed renewal conversation.
- Reduce the memory burden of checking proposal history manually.
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.
- 3Write one instruction to identify the renewal signal and retrieve relevant Xero quotes for the customer.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one known renewal and confirm that the quotes are relevant.
Questions about this workflow
Does this create a renewal quote?
No. It retrieves existing quotes for your review.
What starts it?
A webhook request from your research or customer-signal process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Xero.