Keep deal contact details easier to trust
See which deal records may need contact detail review without adding another manual CRM sweep to your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Deal follow-up can slip when contact information is difficult to trust or verify.
- Retrieve deals on a recurring schedule.
- Check available contact information with Addressfinder.
- Summarize possible data quality concerns for a person to review.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve Agiled deals, check available contact details with Addressfinder, and summarize records that may need review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the findings.
Questions about this workflow
Will this update deal records?
No. The selected action retrieves deals. The workflow reports potential issues for human review.
Can it check a contact linked to a deal?
Only when the returned deal data includes contact details Addressfinder can check. The workflow should not assume unavailable relationships.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Agiled. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Addressfinder and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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