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Keep a current shortlist of relevant decision makers

Let Notis refresh your prospect research on a schedule, so you can review the people who fit without repeating the same search.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

Why this helps

Prospect lists go stale, and rebuilding them by hand makes follow-up easy to postpone.

  • Repeat the same screening request on a chosen schedule.
  • Focus the report on the roles and company criteria you specify.
  • Review matches before deciding who merits follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Abyssale and Crustdata once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the recurring research task.
  • 3Tell Notis which roles, company criteria, and shortlist details to request from Crustdata.
  • 4Choose the schedule trigger and where run reports should go.
  • 5Run one test with real criteria and review the returned shortlist.

Questions about this workflow

How does this start if Abyssale has no trigger events?

It uses a Notis schedule trigger. Abyssale is the source app in this pair, but it does not provide an event that starts the workflow.

Does the workflow contact the people it finds?

No. It filters and reports decision-maker data for you to review; it does not send outreach.

Can the workflow tell me whether a lead is new?

Only if the data and comparison history are available to the run. If you need comparison with an earlier list, provide that baseline or treat the report as a fresh search.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abyssale to Crustdata. A trigger fires from one place; an action lands in another.

Abyssale triggers

Crustdata actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

Connect any two apps with Notis in the middle.

Abyssale and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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