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Notis

Refresh page research for selected prospects

Revisit a defined set of prospect pages on a schedule and get their current extracted content in a report.

Trigger

Recurring schedule

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

Action

Scrape Data Synchronously

Why this helps

Important prospect pages change, but revisiting them manually is easy to forget amid other work.

  • Revisit URLs already available in CRM context.
  • Review current extracted page content in a scheduled report.
  • Avoid relying on a one-time copy of a page.

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 which prospect URLs to refresh and how to summarize their current content.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real URL and confirm the returned content is useful.

Questions about this workflow

Can the report say what changed since the prior run?

Only when Notis can access prior extracted content for comparison. Without a baseline, it can report the current page content.

How many URLs can be processed synchronously?

The synchronous action supports up to 20 input objects. Longer requests may fall back to an asynchronous snapshot.

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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