Review brand matches for accounts missing a domain
Turn a list of unmatched company names into a short queue of candidates to verify.
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
Unmatched accounts tend to remain unresolved because finding and checking each domain takes focused time.
- Batch company name searches into a scheduled review.
- Present candidate matches for human verification.
- Keep unresolved or ambiguous accounts 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 how to identify accounts without a confirmed company match and to search their names.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real unmatched account.
Questions about this workflow
Will this set a domain on the CRM record?
No. It reports Brandfetch candidates for review and does not claim to update Agile CRM.
How should ambiguous results be handled?
Ask Notis to list the candidates and mark the account as needing review rather than choosing without evidence.
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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