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Prepare company domains for a monthly roundup

Gather the company names you want to revisit, then let a scheduled pass find likely domains for your roundup.

Trigger

Recurring schedule

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

Action

Name to Domain Search

Finds likely company domains from a company name.

Why this helps

Names scattered across document work are easy to forget when it is time to review accounts in batches.

  • Search the company names you choose in one pass.
  • Get up to three candidate domains per name.
  • Create a predictable review point for domain confirmation.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Bigpicture io once in the Notis portal.
  • 2Create an automation that searches the company names you supply for the roundup.
  • 3Pick a monthly recurring schedule.
  • 4Choose where run reports go.
  • 5Test with one real company name and verify the candidates.

Questions about this workflow

Will the workflow gather names from all documents?

No such access is listed. Supply the names you want included in the roundup.

Why review the domains?

Name to Domain Search returns likely domains, so a person should confirm the correct company website.

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.

TriggerScheduled

Company Find

Looks up company information by domain name.

ActionInstant

Webhook trigger

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

TriggerInstant

IP to Company Lookup

Looks up company information associated with an IP address.

ActionInstant

Find Company Stream

Streams company data by domain until ready, without async polling; limited to five requests per minute.

ActionInstant

Name to Domain Search

Finds likely company domains from a company name.

ActionInstant

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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