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Notis

Research company leads from Agile CRM in Bright Data

Start with the company details already in your lead intake and get public business records back for review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search Business Records

Searches public company or professional profile records using the account.

Why this helps

Switching between a CRM lead and separate research tools makes it easy to lose the context needed to qualify a company.

  • Research a company from an incoming webhook payload.
  • Review matching public records alongside the automation report.
  • Keep research focused on the details supplied with the lead.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Bright Data once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3Describe the outcome: find public business records for the company details supplied with each incoming lead request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real lead example and review the returned matches.

Questions about this workflow

Does this workflow update the Agile CRM lead?

No. It returns Bright Data research for review in the Notis run report; it does not update the CRM record.

What information should the webhook include?

Supply the company name and any useful identifying context available in the lead request. Review ambiguous matches before relying on them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Brightdata. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Brightdata actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Start Site Crawl

Starts an asynchronous dataset or site crawl for later status checks and result retrieval.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Safe Zone

ActionInstant

Filter Dataset

Creates a billable, filtered snapshot of a marketplace dataset.

ActionInstant

List Marketplace Datasets

Lists prebuilt marketplace datasets for structured scraping.

ActionInstant

Get Customer Balance

Retrieves current and pending account balances; the API key must have Admin permission.

ActionInstant

Get Dataset Metadata

Retrieves the field definitions for a marketplace dataset.

ActionInstant

Get Deep Lookup Results

ActionInstant

List Unlocker Zones

Lists configured zones and their types for protected URL scraping.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Brightdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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