Turn a small-cap screen into a focused contact list
A narrow screen can reveal opportunities without creating a giant research backlog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Flat Advanced Search
Tool to search for people using advanced filters by job title, seniority, role, company size, location, and more. Returns a flat list of individual contacts unorganized by company.
Why this helps
Broad prospecting produces too many options, making it hard to choose a sensible next step.
- Use explicit screening criteria
- Avoid sprawling prospect research
- Find contacts at a manageable set of companies
Setup
Build it in a few focused steps.
- 1Connect Polygon and LeadIQ to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to create it conversationally.
- 3Instruct Notis to screen Polygon for your chosen small-cap criteria, then run a flat advanced LeadIQ search for relevant contacts at the resulting companies.
- 4Select a weekly cron trigger, choose the run-report channel, and test with one screen.
Questions about this workflow
What screening criteria can I provide?
Describe the market, size, performance, or other criteria that Polygon should use.
Will the output be a company list or people list?
The LeadIQ action returns a flat list of matching people based on the screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Polygon to LeadIQ. A trigger fires from one place; an action lands in another.
Polygon triggers
LeadIQ actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Abandon Import Batch
Abandon a contact tracking import batch that is no longer needed. Use when you need to cancel or stop an ongoing import batch operation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
Retrieve current user's account information including plans, billing cycles, and credit usage. Use to check available API credits, billing status, and data visibility settings before making data queries.
Get Contact Tracking Balance
Tool to check the remaining balance of contact tracking credits available for the account. Use when you need to verify how many contact tracking credits are left.
Get Usage Statistics
Tool to retrieve API usage statistics and credit consumption for the current LeadIQ account. Use when you need to check credit usage, remaining capacity, or billing information.
Search Company
Tool to search for companies by name, domain, LinkedIn URL, or other identifying information. Use when you need to find companies matching specific criteria. Returns detailed company information including employee count, industry, location, and social profiles.
Search Grouped Advanced
Tool to search for people by job title, seniority, role, company size, and location with results grouped by company. Returns companies with matching people nested under each company for account-based prospecting. Use when you need to find contacts at companies matching specific criteria.
Search People
Search for individual contacts by name, company (past and present), LinkedIn profile, email, or phone number. Use when you need to find people based on identifying information. Returns comprehensive contact data including work/personal emails, phones, employment history, education, and social profiles.
Flat Advanced Search
Tool to search for people using advanced filters by job title, seniority, role, company size, location, and more. Returns a flat list of individual contacts unorganized by company.
Connect any two apps with Notis in the middle.
Polygon and LeadIQ, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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