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Keep funding milestones visible across your target list

Review funding history on a schedule and bring relevant company milestones into one focused report.

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 news is scattered and easy to miss when you track many companies by hand.

  • Review funding milestones for a defined company list.
  • Summarize returned events and their time context.
  • Reduce repetitive searches across target accounts.

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.
  • 3Specify the companies and ask Notis to retrieve and summarize their funding milestone timeseries.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real company and review the returned event coverage.

Questions about this workflow

Will this alert me the moment a company raises funding?

This workflow runs on the schedule you choose and summarizes returned timeseries data. It is not an instant event trigger.

What if I need a particular time window?

Include the period in the instruction when supported by the query. The report can only cover data returned by Crustdata.

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.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

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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