Find the right people behind a company
Turn a company in Affinity into a focused decision maker search using the roles and criteria you name.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Finding the right people at a target company can stall a deal when research happens across scattered tabs.
- Search for people by supplied role criteria
- Reduce time spent finding likely stakeholders
- Keep the research tied to the company in your pipeline
Setup
Build it in a few focused steps.
- 1Connect Affinity and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search decision makers for the company in an incoming request using the titles or filters you specify.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company and role criteria.
Questions about this workflow
Can I specify job titles?
Yes. Include the titles or other criteria you want used in your instruction or incoming request.
Will this update Affinity automatically?
This package runs a Crustdata search and reports results. It does not specify an Affinity update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Crustdata. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.