Audit company name matches before using them
Revisit uncertain brand matches in a focused quarterly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Brands
Searches for brands by name and returns matching brand information.
Why this helps
Unverified company name matches can linger and create uncertainty whenever the account comes up.
- Revisit selected company names on a predictable schedule.
- Identify ambiguous or missing matches for human review.
- Avoid treating a search result as verified without evidence.
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 companies to search and how to flag ambiguous or missing matches.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one real company name that has multiple plausible matches.
Questions about this workflow
Does this verify that a brand is official?
No. It returns search matches. Verification requires evidence beyond the search result.
Can I review only companies with uncertain matches?
Yes, if that uncertainty is already identified in available account context.
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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