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Refresh company context for key partners

Set a quarterly checkpoint to revisit the company details behind your important partner relationships.

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

Partner decisions can rely on old notes when company context is not revisited on a predictable cadence.

  • Create a predictable partner research checkpoint
  • Refresh details from verified domains
  • Support relationship reviews with current lookup results

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Bigpicture io once in the Notis portal.
  • 2Create an automation that looks up company data for a supplied list of confirmed partner domains.
  • 3Choose the notis_cron trigger and set a quarterly schedule.
  • 4Choose where Notis should send run reports.
  • 5Test with one real partner domain and review the returned details.

Questions about this workflow

Does it identify changes since the last review?

The listed action retrieves company data, but no historical comparison is specified. Supply previous notes if you want a comparison.

Can it find a partner's domain too?

This workflow expects confirmed domains. Use Name to Domain Search when you only have the company name.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Bigpicture io. A trigger fires from one place; an action lands in another.

Affinity triggers

Bigpicture io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Company Find

Looks up company information by domain name.

ActionInstant

Webhook trigger

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

TriggerInstant

IP to Company Lookup

Looks up company information associated with an IP address.

ActionInstant

Find Company Stream

Streams company data by domain until ready, without async polling; limited to five requests per minute.

ActionInstant

Name to Domain Search

Finds likely company domains from a company name.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Bigpicture io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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