Enrich a contact profile from lead details
When a lead needs more context, ask Notis to request Data247 profile details from the name and address you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Why this helps
Gathering contact context from multiple places can interrupt focused lead and project work.
- Request profile data based on a person's name and address.
- Bring contact, demographic, property, and vehicle details into a single returned result.
- Review enrichment in the context of the source lead.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Data247 once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to request profile data for the submitted name and address and summarize returned categories for review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contact whose details you are authorized to use.
Questions about this workflow
What data can this action include?
The action can return consumer profile information including identity, contact, demographic, property, and vehicle details.
What information is used to request the profile?
The listed action uses a person's name and address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Data247. A trigger fires from one place; an action lands in another.
Acculynx triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Email by Name and Address (v2)
Finds email addresses associated with a person’s name and postal address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Append Gender by First Name
Estimates a person's gender from their first name.
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Append Property Data
Retrieves property details, including ownership and financial information.
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Append Reverse Email Lookup
Finds contact information associated with an email address.
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Connect any two apps with Notis in the middle.
Acculynx and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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