Schedule company enrichment for document workflow planning
Set aside a regular moment to review enriched company details relevant to upcoming document and growth work.
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 research can get postponed when it requires a separate lookup and another context switch from the work already planned.
- Review available company details on a recurring schedule.
- Keep research summaries together in Notis run reports.
- Reduce repeated manual lookups when planning document workflows.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Datagma once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3Describe which company identifiers you will provide in the workflow context and ask Datagma to enrich those companies with a concise summary.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real company identifier, such as a domain, LinkedIn URL, or company name.
Questions about this workflow
Where do the company identifiers come from?
Provide the company identifiers in the workflow context when creating or running the automation. The listed ActiveMerge information does not specify a trigger event that supplies them automatically.
Which identifiers can Datagma use?
The enrichment action accepts LinkedIn URLs, emails, domains, or names. The specific returned details depend on the input and available data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Datagma. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Check whether a contact has changed jobs and verify their current employment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data with contact, profile and business details.
Find Work Email
Find a professionally verified work email address for a person.
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Retrieve the current credit balance.
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Find the Twitter profile associated with an email address.
Get Twitter Profile by Username
Retrieve contact and professional details associated with a Twitter username.
Reverse Phone Lookup
Look up information associated with a phone number.
Search Phone Numbers
Find mobile phone numbers associated with an email or LinkedIn profile.
Connect any two apps with Notis in the middle.
ActiveMerge and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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