Keep funding milestones on your prospect radar
Review funding activity for target companies on a schedule and get the available timeline details in a run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding context can be useful for a sales conversation, but checking company activity one prospect at a time is easy to postpone.
- Review funding milestone data for supplied targets.
- See returned time-series information in one report.
- Reduce ad hoc prospect research.
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: review available funding milestones for the target companies supplied in the run context and summarize the returned timeline.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real target company and inspect the returned data.
Questions about this workflow
Does it discover companies from AgencyZoom?
The workflow needs target companies supplied in its prompt or run context. The listed AgencyZoom capabilities do not include a trigger event.
Can it identify only new funding?
The action retrieves funding milestone time-series data. To determine what is new, provide a comparison baseline or previous results.
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.
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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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