See workforce movement across your target accounts
Keep a recurring view of account headcount history and focus your attention on the changes the data shows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Why this helps
Without a repeatable review, changes in target account size can go unnoticed until a sales conversation is already underway.
- Create a consistent review of selected accounts.
- Summarize available historical headcount data in one report.
- Use returned data to inform account research and timing.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Name the target accounts and ask Notis to query and summarize their available headcount timeseries.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the instruction with one real target account.
Questions about this workflow
Does this detect live employee changes?
The specified action retrieves headcount timeseries data. The workflow can summarize the returned history, but it does not guarantee real-time detection.
Can I compare each run to a baseline?
Yes, if you supply a baseline or make prior results available for comparison. Otherwise, the summary should describe the data returned for that run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Crustdata. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Crustdata.