Refresh priority account company context quarterly
Prepare a consistent snapshot for your priority account review using returned company information.
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
Priority account notes can become outdated while no one has a clear block of time for research.
- Give priority account reviews a repeatable research input.
- Summarize only company data returned by Brandfetch.
- Make accounts with incomplete identifiers easy to spot.
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 count as priority and to summarize returned company information.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one real priority account.
Questions about this workflow
Can this detect changes from the previous quarter?
Only when a prior snapshot is supplied as a baseline. Otherwise, it provides a current snapshot.
Can I change the account criteria?
Yes. Describe criteria that can be identified from available Agile CRM 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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