Identify Relevant Decision Makers for a Project
Get role focused contact research from the project update, so your next conversation starts with a clearer picture of who may be relevant.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Finding the right person at a project company takes repeated searches and can distract from keeping work moving.
- Uses project company context to guide a role focused search
- Summarizes returned people for human review
- Makes unclear company identity or role criteria visible
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 decision maker research.
- 3Tell Notis to use the company and role context in each incoming Acculynx project update to filter Crustdata decision maker data and summarize relevant results.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real project update and review the returned people.
Questions about this workflow
Does this find every decision maker at a company?
No. Results depend on the criteria and data returned by Crustdata. Treat the report as a research aid.
Can I specify which roles matter?
Yes. State the relevant role context in your instruction to Notis; do not expect a separate field mapping screen.
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.
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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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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