Add web traffic context to account research
Review available traffic data for selected companies as one small, repeatable part of account planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Why this helps
Traffic research can become an ad hoc rabbit hole when there is no simple way to revisit the same companies.
- Repeats a web traffic query on a schedule
- Summarizes returned data for a defined company scope
- Reduces one-off research steps
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the web traffic review outcome.
- 3State the companies or filters to use and ask Notis to summarize the returned traffic data.
- 4Choose a recurring Notis schedule and a report destination.
- 5Test with one run and confirm the results match your intended scope.
Questions about this workflow
Can I use this to identify a traffic increase?
The action retrieves filtered web traffic data. Ask Notis to identify a change only when the returned data includes a comparable time period or you provide a baseline.
Does it monitor all Agile CRM companies?
No. Specify the company scope or supported query criteria in the 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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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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