Refresh your ideal customer company shortlist
Revisit your company criteria on a schedule and get a fresh screening result to review when your market focus shifts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
An old prospect list can linger long after your market assumptions have changed, while refreshing it manually is easy to defer.
- Revisit your company criteria regularly.
- Bring public market context into the refresh.
- Keep the shortlist aligned with criteria you provide.
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 relevant public market changes with Agenty and screen Crustdata for companies matching your current ideal customer criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with your current criteria and review the screened companies.
Questions about this workflow
Does this automatically update a CRM list?
No. It returns a company screening result for review; no CRM action is specified in this workflow.
Can I update my ideal customer criteria later?
Yes. Edit the automation instruction with your updated criteria.
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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Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
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Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
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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