Bring company context into agreement review
Before you review the document, have Notis gather company details from the confirmed domain already associated with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Company Find
Looks up company information by domain name.
Why this helps
Agreement review can stall while someone leaves the document to gather basic company background.
- Gather profile details ahead of an agreement review.
- Use only a confirmed domain.
- Keep the lookup request tied to its document context.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Bigpicture io once in the Notis portal.
- 2Create an automation that checks the supplied company domain before lookup.
- 3Pick the Notis webhook trigger and send an agreement-review request example.
- 4Choose where run reports go.
- 5Test with one real confirmed domain.
Questions about this workflow
Can it infer the domain from the agreement?
This workflow uses a confirmed domain supplied in the webhook context. If you only have a name, use Name to Domain Search first.
What does Company Find return?
It looks up company data by domain and returns a detailed company profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bigpicture io. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Looks up company information by domain name.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Looks up company information associated with an IP address.
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Name to Domain Search
Finds likely company domains from a company name.
Connect any two apps with Notis in the middle.
ActiveMerge and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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