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Notis

Add Company Context to Agile CRM Lead Reviews

Give a lead review more company context by looking up the domain already supplied with the request.

Trigger

Webhook received

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

Action

Reverse Lookup Company by Domain

Finds company profile information from a domain.

Why this helps

A name and email alone can leave a founder guessing whether a lead's company is relevant.

  • Bring company details into a lead review without a separate research session.
  • Use the provided domain as the lookup input.
  • Keep the company context alongside a run report for later review.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Clearout once in the Notis portal.
  • 2Create a new automation and name it for company domain enrichment.
  • 3Tell Notis to use the company domain supplied in each request with Clearout Reverse Lookup Company by Domain and summarize the returned company information.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real company domain from an Agile CRM lead.

Questions about this workflow

Does this discover a domain from a company name?

No. This workflow uses the domain supplied in the webhook request. Clearout's listed reverse lookup accepts a domain.

Will the company profile be written into Agile CRM?

No write-back action is listed for Agile CRM. Notis can include the lookup result in its run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agile CRM triggers

Clearout actions

Recurring trigger

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

TriggerScheduled

Autocomplete Company to Domain

Suggests likely website domains for a company name.

ActionInstant

Webhook trigger

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

TriggerInstant

Business Account Verify

Checks whether an email belongs to a business account.

ActionInstant

Catch-All Verify

Checks whether an email domain accepts mail for any address.

ActionInstant

Verify Disposable Email

Checks whether an email address uses a disposable provider.

ActionInstant

Find Domain MX Records

Retrieves a domain's mail server records.

ActionInstant

Fetch Domain WHOIS Information

Retrieves a domain's WHOIS information.

ActionInstant

Bulk Email Finder

Finds email addresses in bulk from a contacts file.

ActionInstant

Cancel Bulk Email Finder Job

Cancels an in-progress bulk email finding job.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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