Put five-year demographics behind a prospect
Get a steadier demographic picture of a prospect's area using five-year ACS estimates for the geography and variables you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get ACS 5-Year Estimates
Retrieves five-year American Community Survey estimates for geographic areas.
Why this helps
Prospect research often jumps from a ZIP code to assumptions without a consistent demographic source.
- Retrieve estimates for a specified year, geography, and variables.
- Use five-year ACS data for detailed geographic analysis.
- Keep the research request and result together in a run report.
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 prospect area research.
- 3Tell Notis which geography, ACS year, and variables to use from each incoming request, and ask it to summarize the returned estimates.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real geography and a small set of variables.
Questions about this workflow
Do I need to specify the geography and variables?
Yes. Include the geography and the ACS variables you want in the request or instruction. Notis cannot infer missing research criteria from an address alone.
What does the action retrieve?
It retrieves ACS five-year estimates for a specified year, geography, and variables.
Does this create a lead score?
No. It returns demographic data for analysis. Any scoring method or decision criteria must be supplied in your instruction.
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.
Get ACS 1-Year Estimates
Retrieves the latest one-year American Community Survey estimates for a geographic area.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Geocode Address
Converts a street address into latitude and longitude coordinates.
Get ACS 5-Year Estimates
Retrieves five-year American Community Survey estimates for geographic areas.
Geocode Address for Census Geographies
Returns coordinates and Census geography identifiers for an address.
Geocode Address Parts
Converts address components into latitude and longitude coordinates.
Get Community Resilience Estimates
Retrieves estimates of community resilience and vulnerability to disasters.
Geocode Address with Geography
Returns an address’s coordinates and Census geography identifiers.
Get County Business Patterns
Retrieves county-level business establishment and employment statistics for a year.
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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