Review prospect research on a schedule
Set a recurring research routine to enrich supplied prospect details and bring useful findings into one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Enrich Person or Company
Enrich person or company data with contact, profile and business details.
Why this helps
Prospect research gets postponed when it depends on remembering to open separate research tools.
- Build a regular review habit for supplied prospect details.
- Bring profile and company findings into a run report.
- Reduce the context switching involved in manual research.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Datagma once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for scheduled prospect research.
- 3Tell Notis to enrich the prospect or company details supplied for each run and summarize findings that could help with follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real prospect example.
Questions about this workflow
Will the schedule automatically scan AgencyZoom records?
No AgencyZoom trigger events are available for this workflow. The schedule starts the Notis automation, and the prospect or company details to research must be supplied for the run.
What details can be enriched?
Datagma accepts inputs such as LinkedIn URLs, emails, domains, or names, with results depending on the input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Datagma. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Check whether a contact has changed jobs and verify their current employment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data with contact, profile and business details.
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Connect any two apps with Notis in the middle.
Agencyzoom and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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