Review active account brand details on a schedule
Keep a compact view of logos, colors, fonts, and company details for selected accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Brand Information
Retrieves brand details such as logos, colors, fonts, and company information.
Why this helps
Brand details can go stale in internal materials when no one has time to revisit them.
- Create a repeatable review for selected accounts.
- See the brand data Brandfetch currently returns.
- Surface accounts with missing or ambiguous identifiers.
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 which active accounts to review and which returned brand details to summarize.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real active account.
Questions about this workflow
Does this compare against last month?
Only if you provide a prior report or baseline. Otherwise, the workflow summarizes the current returned data.
Can I limit the review to a segment?
Yes. Describe a segment that can be identified from available Agile CRM account information.
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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