See whether a proposal company fits your target profile
Get a quick company fit assessment alongside the proposal workflow, using criteria you choose.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Company research often gets postponed when a proposal is ready, leaving founders to revisit the prospect later and reconstruct the context.
- Review company fit as proposal work completes
- Apply your own screening criteria
- Receive a concise summary for a follow-up decision
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to use the company details and screening criteria supplied with the webhook to assess fit in Crustdata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal company and your target criteria.
Questions about this workflow
Does this workflow invent screening criteria?
No. Provide the criteria you want Notis to use, along with the company details in the webhook or automation instruction.
Does ActiveMerge provide a native trigger here?
No native ActiveMerge trigger event is listed. Use a Notis webhook sent by an external tool or custom backend when the relevant proposal workflow reaches the desired point.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Crustdata. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
ActiveMerge and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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