Find quote follow-ups in new research
When a useful signal appears, bring it alongside your existing quotes so the next follow-up is easier to decide.
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
A promising signal can get lost when you must remember to search for related proposals in a separate finance system.
- Review relevant existing quotes when new context appears.
- Reduce the chance of missing a useful follow-up window.
- See research and proposal context in one Notis summary.
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 tell Notis what outcome you want conversationally.
- 3Write one plain-language instruction to review relevant Xero quotes when a buying signal arrives in Tavily research.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real signal and confirm the quote results are relevant.
Questions about this workflow
Does this create or send a quote?
No. It retrieves existing quotes for you to review.
What should the webhook contain?
Send the research finding or a clear reference to the company or opportunity you want Notis to check.
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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