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Notis

See the business landscape around a prospect

Get county level establishment and employment statistics for an industry before preparing a local sales plan.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get County Business Patterns

Retrieves county-level business establishment and employment statistics for a year.

Why this helps

A prospect's industry does not show how large or concentrated that industry is in its county.

  • Retrieve County Business Patterns for a selected year and county.
  • Focus the query on an industry and geography you specify.
  • Summarize local business context before outreach planning.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Census bureau once in Notis.
  • 2Create an automation in Notis and name it for county industry benchmarking.
  • 3Tell Notis to retrieve County Business Patterns for the county, year, and industry in each request and summarize the results.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real county and industry.

Questions about this workflow

What information must the request include?

Provide a county, year, and industry filter suitable for the dataset. Notis should not guess missing geography or industry details.

What kind of data is returned?

County Business Patterns provides county level business establishment and employment statistics, which can be filtered by industry and geography.

Does it compare the result with a previous year?

The action retrieves data for a specified year. To compare years, include the years to retrieve and ask Notis to summarize the comparison.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Census bureau. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Census bureau actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get ACS 1-Year Estimates

Retrieves the latest one-year American Community Survey estimates for a geographic area.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Geocode Address

Converts a street address into latitude and longitude coordinates.

ActionInstant

Get ACS 5-Year Estimates

Retrieves five-year American Community Survey estimates for geographic areas.

ActionInstant

Geocode Address for Census Geographies

Returns coordinates and Census geography identifiers for an address.

ActionInstant

Geocode Address Parts

Converts address components into latitude and longitude coordinates.

ActionInstant

Get Community Resilience Estimates

Retrieves estimates of community resilience and vulnerability to disasters.

ActionInstant

Geocode Address with Geography

Returns an address’s coordinates and Census geography identifiers.

ActionInstant

Get County Business Patterns

Retrieves county-level business establishment and employment statistics for a year.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Census bureau, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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