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Notis

Find Relevant Companies from an Acculynx Lead Inquiry

When a lead points toward a market or company type, get a shortlist to consider without building the search from scratch.

Trigger

Webhook received

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

Action

Search companies with filters

Searches for companies matching selected criteria.

Why this helps

A useful lead can still leave the team with an open-ended company research task and no obvious next step.

  • Converts stated lead criteria into a targeted company search
  • Returns a concise shortlist for human screening
  • Keeps assumptions visible when criteria are broad

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and Crustdata once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for company discovery.
  • 3Tell Notis to use the market and company criteria in each incoming Acculynx lead inquiry to search Crustdata and summarize relevant results and assumptions.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real inquiry that contains specific company criteria.

Questions about this workflow

Will Notis create or assign leads in Acculynx?

No such write action is specified here. This workflow searches Crustdata and returns a report for review.

What happens if the inquiry is vague?

Ask Notis to state which search assumptions it used and flag the results as exploratory.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx 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.

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

When this happens · Trigger

Do this · Action

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