Prepare company context for your account review
Set a recurring review time and have Notis research the confirmed company domains you provide for that review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Company Find
Looks up company information by domain name.
Why this helps
Account reviews lose time when company research is scattered across tabs and prepared at the last minute.
- Prepare research ahead of account reviews
- Summarize multiple supplied account domains in one report
- Keep the review focused on company context
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bigpicture io once in the Notis portal.
- 2Create an automation for scheduled account research.
- 3Tell Notis to process the confirmed company domains you provide for each review and summarize Company Find results by account.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account domain before relying on the scheduled run.
Questions about this workflow
Will the schedule automatically pull accounts from Agile CRM?
This workflow uses the confirmed domains provided to the automation. Include the domains in its prompt or input process; no Agile CRM trigger event is available here.
Can I use unverified domains?
Confirm each domain is correct before running Company Find so the research is tied to the intended company.
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.
Company Find
Looks up company information by domain name.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Looks up company information associated with an IP address.
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Name to Domain Search
Finds likely company domains from a company name.
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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