Check company fit while the deal is in view
Pass a company and your criteria to Notis, then get a focused Crustdata screening result alongside your deal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
A pipeline can accumulate companies that look promising at first but need repeated manual checks against your investment criteria.
- Apply stated fit criteria consistently
- Reduce repetitive company research
- Review screening results in your deal context
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 screen the company in an incoming request using the criteria you provide and summarize matching results.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company and your criteria.
Questions about this workflow
Can Notis invent or infer my investment criteria?
Provide your criteria in the request or automation instruction. Notis can analyze returned screening data against criteria you specify.
Does Affinity automatically start this workflow?
Affinity has no listed trigger events here. A Notis webhook starts the workflow when an HTTP request is sent.
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
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