See how target companies' workforces are changing
Bring returned headcount trends for your target accounts into a recurring report that is easier to scan and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Why this helps
Workforce changes may be useful account context, but manually checking company-by-company data takes attention away from follow-up.
- Review workforce data over time for supplied targets.
- See trend summaries in one recurring report.
- Use company growth context to prepare follow-up.
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: retrieve and summarize available headcount timeseries for the target accounts in the run context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real target account and inspect the returned timeline.
Questions about this workflow
Where do the target accounts come from?
Supply target companies in the prompt or run context. No AgencyZoom trigger event is listed here.
Can it report a growth rate?
It can summarize returned headcount data. Any derived rate should be calculated from the returned timeline, and missing history should be called out.
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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