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Notis

Know the company before you contact it

Pass a confirmed company domain from Agile CRM to Bigpicture io and get useful company context before your next conversation.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Company Find

Looks up company information by domain name.

Why this helps

Preparing for outreach means switching apps and piecing together company details by hand.

  • Review company context before outreach
  • Reduce manual research and app switching
  • Keep the research request tied to the CRM company

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Bigpicture io once in the Notis portal.
  • 2Create an automation and name it for pre-outreach research.
  • 3Tell Notis to use a company domain supplied in the request, confirm it is correct, then run Company Find and summarize the profile.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real company and its confirmed domain.

Questions about this workflow

What does the webhook need to include?

Include the company domain and enough context to identify the related Agile CRM record. Confirm the domain is correct before running the lookup.

What does Bigpicture io return?

Company Find looks up company data by domain. Notis can summarize the returned profile for your outreach preparation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Bigpicture io. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Bigpicture io actions

Recurring trigger

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

TriggerScheduled

Company Find

Looks up company information by domain name.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

IP to Company Lookup

Looks up company information associated with an IP address.

ActionInstant

Find Company Stream

Streams company data by domain until ready, without async polling; limited to five requests per minute.

ActionInstant

Name to Domain Search

Finds likely company domains from a company name.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Bigpicture io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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