Review professional records tied to target accounts
Research relevant public professional records for selected accounts and bring possible matches together for a human review.
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
Finding relevant people at target accounts often means repeating profile searches and keeping track of uncertain matches.
- Run profile searches for a defined set of accounts.
- Review possible records together in a recurring report.
- Surface ambiguity for human review.
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 and professional context to search, and ask the report to flag uncertain matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one account and verify the returned profiles are relevant.
Questions about this workflow
Does this confirm a person's identity or role?
No. Bright Data returns possible public records. Verify identity and current role using reliable sources before acting.
What if the CRM does not identify a relevant person or function?
Supply the missing role or search criteria in the instruction. Notis cannot infer details that the connected data does not provide.
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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