Prepare company brand context before account reviews
Walk into account reviews with the company’s visual identity already gathered.
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
Meeting preparation gets fragmented when company research is left until the last few minutes.
- Gather brand context ahead of a review block.
- Keep the preparation focused on selected accounts.
- Report when a company identifier needs attention.
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 are coming up for review and to summarize their returned brand information.
- 4Pick a schedule that runs before account reviews and choose where reports should go.
- 5Test with one real account review.
Questions about this workflow
Can Notis know my meeting schedule?
Only if the accounts or timing are available in the connected context you provide. Otherwise, specify the accounts to review.
Does this create a meeting brief?
It prepares brand context. Other meeting details must be supplied separately.
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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