Keep a fresh list of companies for your campaign
Set a cadence for company discovery and let Notis search Crustdata using the audience brief you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Prospecting stalls when you have to rebuild a company list from scratch before each campaign.
- Refresh company research on a schedule
- Apply the audience criteria you provide
- Get results ready to review before campaign work
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, give Notis the campaign audience criteria and ask it to find matching companies with Crustdata.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real audience brief and review the company results.
Questions about this workflow
Does the schedule send an ActiveTrail campaign?
No. This workflow searches Crustdata and reports the results. ActiveTrail can send campaigns, but sending is not part of this Crustdata action.
Where do the company criteria come from?
You provide them in the automation instruction. The workflow does not infer an audience or campaign brief that you have not supplied.
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.
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.
ActiveTrail and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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