Match a company finding to an existing client
Put the company update next to the contact record so you can respond with the relationship in mind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A relevant company update can be hard to act on when you are unsure whether the business is already a client.
- Check company research against current client contacts.
- Avoid duplicate relationship discovery.
- Choose a next step with more account context.
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 set it up conversationally.
- 3Use one plain-language instruction to summarize the company finding and check Xero contacts for an existing client match.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one company that is already a client and confirm the match is clear.
Questions about this workflow
Does it automatically contact the client?
No. It retrieves contact information and gives you context to choose a response.
Can this handle a newly researched company?
Yes. Send its research finding through the incoming webhook and ask Notis to check for a matching contact.
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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