Bring a fresh set of qualifying companies into view
Run the company screen you define on a recurring schedule and review matches without rebuilding the query each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Deal sourcing gets pushed aside when each company discovery session starts from a blank search.
- Repeat a defined company screen on schedule
- Review newly returned matches efficiently
- Keep sourcing criteria explicit
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 the company criteria to screen and how to summarize companies returned for Affinity review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test the screen with your criteria and refine the instruction if needed.
Questions about this workflow
Will this add matches to Affinity?
The selected action screens companies and returns results. This package does not include an Affinity write action.
Can I change the screen criteria?
Yes. Update the automation instruction with the criteria you want applied.
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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