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Refresh company context before planning outreach

Give yourself a current research snapshot for selected companies without turning preparation into another manual project.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Enrich Person or Company

Enrich person or company data with contact, profile and business details.

Why this helps

Company context gets stale, and rechecking every account can crowd out the work that moves deals forward.

  • Review selected company records on a recurring schedule.
  • Summarize available company metrics and contact context in one report.
  • Use a user-supplied account list or selection rule to keep the research focused.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Datagma once in the Notis portal.
  • 2Create an automation from Automations, New Automation, or tell Notis what to build from any channel.
  • 3Ask Notis to review the company records or list you specify in ActiveCampaign, enrich them with Datagma, and summarize material context.
  • 4Choose the recurring schedule, set a report channel, and test with one real company record.

Questions about this workflow

Which companies will be reviewed?

Specify the records or selection rule in your instruction. The schedule itself does not define a filter.

What company data is available?

Datagma enrichment may include company details and metrics along with contact information and professional history, depending on the input and available data.

Does the action write results back to ActiveCampaign?

The listed Datagma action returns enrichment data. This workflow reports the result through Notis and does not claim to update ActiveCampaign.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Datagma. A trigger fires from one place; an action lands in another.

Active campaign triggers

Datagma actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Detect Job Change

Check whether a contact has changed jobs and verify their current employment.

ActionInstant

Webhook trigger

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

TriggerInstant

Enrich Person or Company

Enrich person or company data with contact, profile and business details.

ActionInstant

Find Work Email

Find a professionally verified work email address for a person.

ActionInstant

Get Credits

Retrieve the current credit balance.

ActionInstant

Get Twitter Profile By Email

Find the Twitter profile associated with an email address.

ActionInstant

Get Twitter Profile by Username

Retrieve contact and professional details associated with a Twitter username.

ActionInstant

Reverse Phone Lookup

Look up information associated with a phone number.

ActionInstant

Search Phone Numbers

Find mobile phone numbers associated with an email or LinkedIn profile.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Datagma, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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