Discover companies that match your agency's sales focus
Turn the criteria your agency already uses into a recurring company discovery run, with matches summarized for review.
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
Finding companies that fit an agency's focus can become a scattered, repetitive research task.
- Surface companies matching the criteria you provide.
- Keep prospect discovery on a recurring schedule.
- Review matches in a concise run report.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the outcome in one instruction: use the supplied agency prospect criteria to find matching companies and summarize them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real set of criteria and review the company results.
Questions about this workflow
Does this read AgencyZoom records automatically?
No AgencyZoom trigger or read event is listed for this package. Provide the agency criteria in the automation prompt or its run context.
What does Crustdata screen?
The company screener searches companies using supported criteria such as headcount, growth, or funding, depending on the data and query.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Crustdata. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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