Run focused prospect searches from Agile CRM context
Bring a prospect's company or market context into a scheduled web search, then review useful results in one report.
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
Preparing prospect research often means opening search tabs and recreating the same context from the CRM.
- Run focused search queries on a recurring schedule.
- Review search results in a single run report.
- Use available CRM context to reduce repetitive research setup.
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 or market context to research and what search results are useful.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real prospect example and refine the requested search.
Questions about this workflow
Does the schedule automatically know which prospects to research?
Specify the selection criteria in the automation instruction. Notis can only use Agile CRM context it can access for the connected account.
Does this create an asynchronous search job?
No. This workflow uses synchronous SERP search, which returns search results directly.
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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