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Notis

See funding milestones that may matter to your audience

Give Notis the company criteria for an ActiveTrail audience and get a scheduled review of available funding milestone data.

Trigger

Recurring schedule

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

Action

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

Why this helps

Relevant company changes are easy to miss when funding research is scattered across separate tools.

  • Review funding milestone data on a regular cadence
  • Use a defined company audience rather than an unbounded search
  • Get a concise report for campaign planning

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Crustdata once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel what outcome you want.
  • 3In one instruction, provide the company criteria and ask Notis to retrieve and summarize relevant Crustdata funding milestone data.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real company brief and review the returned time series.

Questions about this workflow

Does this detect new funding instantly?

No. This workflow runs on the schedule you choose and reviews data returned by Crustdata at that time.

Can Notis compare the results with past reports?

Only if the relevant history is available to Notis or you provide a baseline. The action retrieves funding milestone timeseries data, but no separate saved baseline is specified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Crustdata. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Crustdata actions

Recurring trigger

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

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

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

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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