Prepare for prospect outreach with focused web research
Send the prospect links you already have and get the relevant details gathered in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Why this helps
Switching between a CRM record and several browser tabs makes prospect research slow and easy to lose.
- Summarize public details from supplied pages
- Keep research attached to the contact context
- Reduce tab switching before outreach
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Browserless once in the Notis portal.
- 2Create an automation and name it Prospect Research.
- 3In one instruction, ask Notis to extract relevant company and contact details from URLs provided with the Agile CRM prospect context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and its public profile or company page.
Questions about this workflow
Does this workflow search for a prospect automatically?
No. Provide the public URLs to review with the webhook request; Browserless extracts information from those pages.
Will it update the Agile CRM contact?
The selected Browserless action extracts page content. The report can summarize findings, but this workflow does not write them back to Agile CRM.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Browserless. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Download file using Puppeteer script
Downloads files saved by Chrome during a browser automation script.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Custom Function
Runs a custom browser automation script.
Fetch HTML Content
Fetches a webpage’s complete HTML content, including dynamic content.
Generate PDF from webpage
Generates a PDF from a webpage.
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Take Screenshot
Captures a screenshot of a webpage.
Unblock Protected Content
Retrieves webpage content from sites protected against automated access.
Connect any two apps with Notis in the middle.
Agile CRM and Browserless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Browserless.