Find the research request connected to an account review
Use a contact or account review signal to find relevant requests inside a known collection and return the matching research context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Collection Requests
Find collection requests by exact custom ID or text search.
Why this helps
Teams can waste time hunting through marketplace research queues during an account conversation.
- Search requests in a collection by exact custom ID or text.
- Make account review preparation faster.
- Focus follow-up on the requests that match the CRM context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Countdown API once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account research lookup.
- 3Tell Notis to find requests in the identified collection using a custom ID or search query provided in the request.
- 4Choose the webhook trigger and report channel, then test with one real account and search term.
Questions about this workflow
Can this search all collections at once?
No. Find Collection Requests searches within a collection, so the collection ID must be known.
What search options are supported?
The action description supports an exact custom_id match or a text search query.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Countdown api. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Countdown api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clear Collection Requests
Clears all pending requests from a collection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new collection
Creates a collection for batching and scheduling requests.
Get Collection
Retrieves details about a collection.
List Collections
Lists collections in the authenticated account.
Start Collection
Starts processing the queued requests in a collection.
Update an existing collection
Updates the settings of an existing collection.
eBay Autocomplete
Fetches autocomplete suggestions for search terms.
Create Destination
Creates a cloud storage destination for batch results.
Connect any two apps with Notis in the middle.
Agile CRM and Countdown api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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