Make lead review faster with a company snapshot
Get the company context in one short summary before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company Information
Why this helps
Lead review becomes harder when the company behind a name is unclear or unfamiliar.
- Summarize company details returned for a brand identifier.
- Keep the result brief enough for a lead review.
- Call out when the identifier or returned data is incomplete.
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 retrieve company information for the incoming lead’s company and produce a short snapshot.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead and review the snapshot for accuracy.
Questions about this workflow
What goes into the snapshot?
Ask for a concise summary of the company details Brandfetch returns. Do not assume fields that are absent.
Can this qualify the lead automatically?
It can organize returned context, but a qualification rule or business criteria must be supplied in the instruction.
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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