Keep stakeholder research ready for priority accounts
Refresh decision maker searches for the companies you care about and get the returned matches in a scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Stakeholder research gets stale and must be repeated when a founder returns to a company after time away.
- Refresh people research on a chosen cadence
- Apply supplied role criteria consistently
- Reduce repeated prospecting effort
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 which companies and role criteria to search and how to summarize returned decision makers.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one priority company and your target roles.
Questions about this workflow
How do I keep the company list current?
Specify the companies to search in the automation or provide an updated list through the supported workflow context.
Does this verify that a person still holds the role?
It returns matches from Crustdata. Confirm important details before relying on them for outreach.
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.
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Filters and retrieves decision-maker data across organizations.
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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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