Get useful context before you follow up with a prospect
Send a prospect from AgencyZoom and get enriched person information back in a run report, ready to inform your next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person screener
Enriches a person’s profile with additional information.
Why this helps
Prospect records can lack the details needed for a relevant first follow-up, leaving agents to research contacts manually.
- Add available person context before outreach.
- Reduce manual contact research.
- Keep enrichment results with the automation 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: enrich the person in each incoming AgencyZoom prospect payload and summarize the returned details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real prospect example to the webhook and review the report.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow. AgencyZoom does not provide a listed trigger event here, so the request must carry the prospect context.
What information can it return?
Crustdata's person screener can return additional person information based on the query. Results depend on the person details and data available.
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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