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Notis

Find a company record without starting a separate search

Give Notis a company name and any identifying context, then review matching Crustdata company results in the run report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search companies with filters

Searches for companies matching selected criteria.

Why this helps

Searching for the right company record can interrupt a sales task, especially when names are ambiguous or similar.

  • Search company records using supplied context.
  • Review possible matches together.
  • Reduce interruptions during 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: search Crustdata for the company identified in each incoming request and summarize likely matches.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real company name and identifying detail.

Questions about this workflow

Can this resolve an ambiguous company name?

Include identifying details such as a website or location in the request when available, then review the returned matches.

Does this action find people at the company?

No. This action searches company data. Use a person or decision maker action for people searches.

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.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

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

Save your first hour today.

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No card. Works with personal or business Crustdata.