Bring funding activity into prospect research
Have Notis review Crustdata funding milestones on a schedule and report the findings that may matter to your next campaign.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding research slips through the cracks when prospecting depends on manually checking company news and databases.
- Review funding activity on a predictable schedule.
- Surface relevant milestones for campaign planning.
- Keep signal review in a run report you can revisit.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the funding review.
- 3Ask Notis in one instruction to retrieve Crustdata funding milestone timeseries for the companies or criteria you provide and summarize relevant changes.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company or query and check whether the report answers your research question.
Questions about this workflow
Can this identify new funding since the previous run?
Notis can analyze returned timeseries data, but a prior baseline is needed to make a comparison. Supply a baseline or ask for a defined time range.
Will the workflow update campaign contacts?
No. It retrieves and summarizes funding milestone data from Crustdata; the listed action does not update ActiveCampaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Crustdata. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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