Find account based prospects from Todoist
Describe the accounts and stakeholders in a task, then start a focused search automatically.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
Why this helps
Account based research slows down when every target list needs separate manual search setup.
- Keeps target account context with the task
- Searches for multiple stakeholder roles
- Creates a repeatable ABM handoff
Setup
Build it in a few focused steps.
- 1Connect Todoist and Bettercontact in Notis once.
- 2Create an automation that turns new account research tasks into Bettercontact Lead Finder searches for the named companies and roles.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel and test with one target account task.
Questions about this workflow
Can the task name specific companies?
Yes. Include company names or account characteristics in the task text.
Can it search several roles?
Yes. State the buying committee roles you want included in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Bettercontact. A trigger fires from one place; an action lands in another.
Todoist triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
New Task Created
Trigger when a new task is added to Todoist.
Enrich Leads
Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.
Get Enrichment Results
Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.
Get Lead Finder Results
Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.
Connect any two apps with Notis in the middle.
Todoist and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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