Look up partner companies from incoming requests
Start a company lookup from a partner request and review possible public records before following up.
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
Partner intake can involve unfamiliar companies, and researching each one manually adds friction to a timely response.
- Start a lookup from an incoming partner request.
- Review possible public business records before follow-up.
- Keep the supplied partner context with the report.
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 how to search the partner company details supplied in each request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real partner company request and review the match.
Questions about this workflow
Does this assess whether a company is a good partner?
It returns public business records for review. Define your own evaluation criteria and use evidence beyond an unverified match.
What if the company name is ambiguous?
Include additional context in the request and ask Notis to report uncertainty rather than presenting a possible match as certain.
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.
Start Site Crawl
Starts an asynchronous dataset or site crawl for later status checks and result retrieval.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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