Get useful context before you follow up on a referral
Submit the details you have, then let Notis gather public context and request a Crustdata person enrichment.
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
A warm introduction can lose momentum when contact research and follow-up details are scattered across tools.
- Prepare for a more informed follow-up.
- Enrich a person query through Crustdata.
- Keep referral research in a repeatable process.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to research the submitted referral details with Agenty, enrich the person with Crustdata, and summarize only information returned by those sources.
- 4Choose the webhook trigger and select where run reports should go.
- 5Submit one real referral query to test the workflow.
Questions about this workflow
What should I include in the request?
Include the person details you have and any context that helps identify the right person.
Will missing details be inferred?
Notis can summarize returned information, but it should identify missing information rather than invent it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Crustdata. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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