Turn an incoming lead into a clearer contact profile
A new lead arrives. Notis checks what Crustdata can add and gives you the useful context in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person screener
Enriches a person’s profile with additional information.
Why this helps
You have a new lead but need to research who they are before deciding how to follow up.
- Reduce manual contact research
- See whether Crustdata returns useful person details
- Keep the enrichment result with the incoming lead context
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, ask Notis to use the incoming lead details to enrich the person in Crustdata and summarize the result.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead webhook and review the returned details.
Questions about this workflow
Does ActiveTrail provide the webhook trigger for this workflow?
No ActiveTrail trigger event is listed here. Notis starts this workflow when an external tool or backend sends an HTTP request.
Will Crustdata always find a match?
No. The result depends on the details in the request and what Crustdata returns. Notis can report when there is no clear match.
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.
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When this happens · Trigger
Do this · Action
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