Confirm the company identity during onboarding prep
Review possible brand matches before using company identity in onboarding materials.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Brands
Searches for brands by name and returns matching brand information.
Why this helps
A mistaken company match can lead to confusing onboarding materials and avoidable corrections.
- Search the company name provided with the onboarding request.
- Show matching candidates for review before using brand assets.
- Keep uncertain matches visible instead of assuming.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brandfetch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search the incoming customer company name and list matching brand candidates.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real onboarding request.
Questions about this workflow
Will the workflow select the customer’s brand automatically?
It should present candidates and only treat a match as confirmed when the evidence is clear.
Can it retrieve the logo too?
This workflow searches for matching brands. A separate logo retrieval action would be needed for a logo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brandfetch. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Brandfetch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Information
Retrieves brand details such as logos, colors, fonts, and company information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get GraphQL API Version
Retrieves the current GraphQL API version.
Get Brandfetch Taxonomy
Retrieves the classification taxonomy of industries, countries, and regions.
Get Transaction Info
Identifies a merchant from a transaction label and returns its brand information.
List Subscribable Events
Lists available webhook event types and their descriptions.
Search Brands
Searches for brands by name and returns matching brand information.
List Webhooks
Lists webhook configurations and their statuses.
Connect any two apps with Notis in the middle.
Agile CRM and Brandfetch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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