Bring company research to your account review
Gather profiles for a short list of target accounts before your regular planning session, so you can spend the review on decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Company Find
Looks up company information by domain name.
Why this helps
Account planning loses time when everyone has to gather company context just before the discussion.
- Prepare company context before a planning session.
- Focus review time on a user-selected set of target accounts.
- Receive a concise, repeatable research report.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Bigpicture io once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or under Automations, New Automation.
- 3Ask Notis to look up the confirmed domains in your Aeroleads target account list and summarize company details relevant to your planning questions.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real target account domain before preparing a larger review.
Questions about this workflow
Does this workflow decide which accounts belong on the target list?
No. You supply the account list. Notis can summarize profile information against planning questions you provide.
Can I use an account name instead of a domain?
For the company profile lookup, provide a confirmed domain. If the domain is missing, use a separate name-to-domain search and verify its candidate first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Bigpicture io. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Looks up company information by domain name.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Looks up company information associated with an IP address.
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Name to Domain Search
Finds likely company domains from a company name.
Connect any two apps with Notis in the middle.
Aeroleads and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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