Make company context gaps visible across accounts
See which selected companies have useful returned details and which need a better identifier.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Company Information
Why this helps
Missing company context often stays hidden until someone needs it to make a decision.
- Review a defined set of companies in one report.
- Identify accounts with missing or insufficient returned context.
- Focus follow-up on records that need a usable identifier.
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 accounts to review and to report usable company details and lookup gaps.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one account that has complete details and one with a known gap.
Questions about this workflow
Can the report fill missing CRM fields?
No. It identifies lookup gaps and summarizes returned data; it does not update Agile CRM.
What counts as a gap?
Define the useful company details for your review, and have Notis report when Brandfetch does not return them.
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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