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Notis

Add web traffic context to target account reviews

Bring returned web traffic data for your target accounts into a recurring report and spend less time switching between research tasks.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Post web traffic data

Retrieves web traffic data for analysis and reporting.

Why this helps

Checking web traffic across target accounts individually can turn account review into a string of distracting browser tasks.

  • Retrieve available web traffic data for supplied companies.
  • Review multiple targets in one report.
  • Keep account research within a recurring workflow.

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 web traffic data for the target companies supplied in the run context.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real target company and review the returned data.

Questions about this workflow

Does it determine traffic changes?

The action retrieves filtered web traffic data. A change comparison requires a baseline or prior results to compare against.

Are companies automatically taken from AgencyZoom?

No AgencyZoom trigger is listed. Supply the target companies in the automation context.

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

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