Review funding milestones for companies in your partner pipeline
Keep funding context on your radar with a scheduled Crustdata milestone search for companies you specify.
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
Funding changes can matter to partnership planning, but checking each company manually is easy to defer.
- Review funding milestone data for specified companies on a recurring schedule.
- Keep company context close to your partnership planning.
- Receive a report that highlights returned milestone information.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, name the companies or criteria to review and ask Notis to summarize returned Crustdata funding milestone data.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real company or criteria example.
Questions about this workflow
Where do the company names come from?
Provide the companies or search criteria in your automation instruction. No Adtraction trigger event is available to supply them automatically.
Does Crustdata guarantee funding data for every company?
No. The report reflects data returned for the companies and criteria provided; availability can vary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Crustdata. A trigger fires from one place; an action lands in another.
Adtraction triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Adtraction and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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