Start the sales review with priority account context
Before a recurring sales review, request streaming profiles for the confirmed domains on your priority account list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Company Stream
Streams company data by domain until ready, without async polling; limited to five requests per minute.
Why this helps
Priority account reviews can start with stale or incomplete company context.
- Prepare context for a defined priority list
- Receive results in the scheduled run
- Reduce last-minute account research
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bigpicture io once in the Notis portal.
- 2Create an automation for the priority account snapshot.
- 3Tell Notis to use the confirmed priority account domains you provide, run Find Company Stream, and organize returned details by domain.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account and keep requests within the five per minute rate limit.
Questions about this workflow
Why use streaming lookups for this report?
Find Company Stream keeps the connection open until data is ready, avoiding 202 async responses. It is useful when you want results in the scheduled run.
What should I know about volume?
The streaming action is rate limited to five requests per minute. Keep the scheduled batch within that limit.
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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