Keep public record research current for key accounts
Check a defined set of key accounts on a recurring schedule and review possible public-record matches together.
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
A key account can demand research at the same time as many other priorities, making periodic checks easy to miss.
- Set a recurring lookup for a deliberate account list.
- Review possible matches in a consolidated report.
- Use human review for uncertain or incomplete matches.
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 accounts to search and what record details to include in the report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one key account and verify the returned record context.
Questions about this workflow
Can this include CRM account history in its report?
Only if that history is accessible to Notis in the connected account context or supplied in the automation request.
Does it write discovered details back to Agile CRM?
No. This workflow returns research for review; it does not update CRM records.
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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