Check new prospects against Xero contacts
Turn a fresh prospect finding into a quick, grounded contact check before you start another follow-up thread.
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
Researching the same company twice or contacting an existing customer as if they were new adds avoidable work and awkwardness.
- Check current Xero contact records before outreach.
- Reduce duplicate research and accidental repeat messages.
- Keep the next follow-up decision tied to the prospect finding.
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 ask Notis to create it conversationally.
- 3Use one plain-language instruction: when prospect research arrives, check Xero contacts and summarize any likely match before outreach.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real prospect and confirm the match summary is useful.
Questions about this workflow
Does this create a Xero contact?
No. It retrieves current contacts and reports likely matches for you to review.
What starts the automation?
An incoming webhook from your research workflow or custom backend.
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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