Refresh stale Trello prospect research monthly
Keep prospect context useful after the first research pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Why this helps
Prospect data goes stale while cards remain active for weeks or months.
- Keep active prospect context current
- Spot changed company details
- Reduce repeated manual audits
Setup
Build it in a few focused steps.
- 1Connect Trello and Datagma in Notis once.
- 2Create an automation named Monthly prospect refresh.
- 3Tell Notis to enrich the identified stale Trello prospects, compare the returned details with the existing context you provide, and summarize meaningful updates.
- 4Pick a Notis recurring schedule trigger.
- 5Choose the report destination and test with one real prospect set.
Questions about this workflow
How does Notis know which cards are stale?
Provide the cards or a clear description of the stale prospect set in the automation prompt.
Does Datagma compare old and new records?
Datagma returns enrichment; Notis can summarize changes when prior context is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Datagma. A trigger fires from one place; an action lands in another.
Trello triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Card Archived Trigger
Triggered when a card is archived in the specified board
Find Work Email
Find verified work email address for a person using their name and company. Returns a professionally verified email address with validation metadata including SMTP checks and MX records. Requires either fullName or firstName+lastName, plus company domain or LinkedIn company slug.
New Activity Trigger
Triggered when there is activity in Trello.
Get Credits
Get the current credit balance for the authenticated Datagma API account. Use this to check how many API credits remain before making enrichment calls.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Twitter Profile By Email
Retrieve Twitter account information associated with an email address. This action looks up Twitter username and display name for a given email address using Datagma's enrichment database. Returns Twitter username, display name, and the queried email if a match is found, or status 'NOT_FOUND' if no Twitter account is associated with the email. Use this when you need to: - Find someone's Twitter handle from their email address - Verify if an email has an associated Twitter account - Enrich contact data with social media information
New Card Trigger
Triggered when a card is created in the specified board
Get Twitter Profile by Username
Enrich Twitter profile data using Datagma's database. Returns contact information (email), social media profiles (LinkedIn, Facebook, GitHub), and professional details (skills, interests, industry) associated with a Twitter username. Note: Not all usernames are in Datagma's database. A 'not found' response (code 5) indicates the username hasn't been indexed yet.
Card Updated Trigger
Triggered when a specific card is updated
Reverse Phone Lookup
Tool to reverse-lookup information associated with a phone number. Use when you have a phone number and need associated details (e.g., carrier, location).
Search Phone Numbers
Find mobile phone numbers using email address and/or LinkedIn profile URL. Returns list of phone numbers with confidence scores and optional WhatsApp verification. Best results when both email and LinkedIn URL are provided.
Connect any two apps with Notis in the middle.
Trello and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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