Find the right people to contact at a prospect company
Send a prospect company and role context from AgencyZoom, then get a focused decision maker search without starting research from scratch.
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
A company record alone may not show who to approach, so sales research gets delayed or duplicated.
- Search for decision makers using supplied company context.
- Focus results on relevant roles.
- Keep findings attached to the 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: find decision makers for the company and role context in each incoming request.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real company and role example.
Questions about this workflow
Can it infer which company I mean?
Provide the company identity and any role criteria in the webhook request or prompt so Crustdata can search the intended prospect.
Does it update AgencyZoom?
This workflow searches Crustdata and summarizes the response. The listed action does not update AgencyZoom records.
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.
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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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