Keep credential outreach focused on the right people
Set a recurring scan for decision makers connected to the companies and roles you want to reach about credentials.
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
Finding the right people for a credential partnership can get lost between certificate operations and prospect research.
- Refresh decision maker research on a schedule
- Focus searches on roles and company criteria you specify
- Receive a run report without repeating the search manually
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Crustdata once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which decision makers to find for your credential outreach.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the people returned.
Questions about this workflow
Does this workflow send certificates or contact prospects?
No. It searches for decision maker data in Crustdata and reports the results. It does not issue certificates or send outreach.
Can I choose the job titles to search?
Yes. Describe the roles and any company criteria in your instruction. Crustdata's decision maker search supports title-based filtering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Crustdata. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
Accredible certificates and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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