See how selected companies are changing size
Review workforce trends as part of account research, without rebuilding the query each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Why this helps
Company growth signals can be hard to factor into account planning when headcount research is a separate manual task.
- Makes workforce trend reviews repeatable
- Focuses the report on companies you specify
- Provides historical data for context
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the workforce trend outcome.
- 3Specify the companies and ask Notis to summarize returned headcount timeseries.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real company set and review the trend summary.
Questions about this workflow
Can it explain why headcount changed?
The action retrieves headcount timeseries data. It does not establish the reason for a change unless you provide supporting context.
Can I limit the company set?
Yes. State the company identifiers or screening criteria in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Crustdata. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Retrieves headcount data over time, grouped by selected facets.
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Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
Agile CRM and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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