Match prospect clues to Crustdata company records
Send a company name or other available clues. Notis can search Crustdata and summarize likely company matches.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search companies with filters
Searches for companies matching selected criteria.
Why this helps
Similar company names and incomplete prospect details make manual record matching tedious and error-prone.
- Search company records from incoming prospect context.
- Review potential matches and relevant returned details together.
- Spot ambiguous matches for a person to resolve.
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.
- 3Ask Notis to search Crustdata using company clues in the webhook and summarize possible matches, noting ambiguity.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real company lead and confirm the matches are useful.
Questions about this workflow
What company information should the webhook include?
Provide the company clues you have, such as its name, so Notis can use them in the Crustdata search. More identifying context may help disambiguate results.
Does the search guarantee an exact match?
No. The returned candidates depend on available data and query details. Review ambiguous matches before relying on them.
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.
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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
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