Keep key account context ready for planning
Bring firmographic context into your account review without starting research from scratch.
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
Account reviews lose time when company details are scattered across CRM notes and browser tabs.
- Prepare scheduled account review context.
- Use company details returned for a brand identifier.
- Make missing identifiers or returned data gaps visible.
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 selected accounts to review and to summarize returned company information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account that has a supported brand identifier.
Questions about this workflow
Which accounts will be reviewed?
State the account selection criteria in your instruction, using information available in Agile CRM.
Does Brandfetch guarantee every firmographic detail?
No. The summary should only include company information returned by Brandfetch and identify gaps.
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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