Find relevant decision makers for researched accounts
Pass account context and role criteria from your web research into a Crustdata decision maker search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
After identifying a promising account, finding the right people can become another disconnected research task.
- Carry account context into contact discovery.
- Search using role criteria included in the brief.
- Reduce repeated account and contact research.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Crustdata once in the Notis portal.
- 2Create and name an automation in Automations, New Automation.
- 3Ask Notis to use incoming account research and role criteria to filter Crustdata decision makers.
- 4Select the webhook trigger and choose where reports go.
- 5Test with one real account and role brief.
Questions about this workflow
What criteria should I provide?
Include the account context and the job titles or decision maker criteria you want the search to use.
Does this enrich every person it finds?
No. This workflow filters decision maker data. Person enrichment is a separate Crustdata action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Crustdata. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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