Review public record matches for selected companies
Run a recurring records lookup for a defined set of companies and review possible matches without repeating each search manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Business Records
Searches public company or professional profile records using the account.
Why this helps
Public company research can fall off the list when every lookup requires a separate context switch.
- Look up company records for a defined CRM selection.
- Review possible matches together in a scheduled report.
- Keep recurring research criteria in one automation instruction.
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 companies to look up and how to present possible matches for human review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company name and verify that the returned match is relevant.
Questions about this workflow
Are returned records guaranteed to match the CRM company?
No. Treat them as possible matches and review the available company details before relying on them.
Can this search for people instead of companies?
The Bright Data action supports public company or professional-profile records. Specify the entity type and provide suitable context in the automation instruction.
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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No card. Works with personal or business Brightdata.