Give open prospect questions a scheduled research pass
Reserve a recurring research pass for the questions your team has captured with prospects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search SERP Synchronously
Searches Google, Bing, DuckDuckGo, or Yandex and returns results immediately.
Why this helps
Unanswered prospect questions can remain buried in the CRM when research has no dedicated place in the routine.
- Set a regular time to revisit selected questions.
- Use available CRM context to guide each search.
- Review current search results in a run 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 which open questions to research and how to summarize search results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real open question and review the answer sources.
Questions about this workflow
How does the automation know a question is still open?
Specify how to identify open questions using data accessible in the connected Agile CRM context. Notis cannot infer a status that the available data does not provide.
Can it close or update questions in Agile CRM?
No. The listed Bright Data action searches the web and returns results; it does not update Agile CRM.
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.
Create Safe Zone
Filter Dataset
Creates a billable, filtered snapshot of a marketplace dataset.
List Marketplace Datasets
Lists prebuilt marketplace datasets for structured scraping.
Get Customer Balance
Retrieves current and pending account balances; the API key must have Admin permission.
Get Dataset Metadata
Retrieves the field definitions for a marketplace dataset.
Get Deep Lookup Results
List Unlocker Zones
Lists configured zones and their types for protected URL scraping.
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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