Get more context on Agile CRM contacts
Send a contact for enrichment and get useful professional context without another research detour.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person screener
Enriches a person’s profile with additional information.
Why this helps
A name and email in Agile CRM may not provide enough context to personalize the next conversation.
- Adds professional context to a contact review
- Reduces manual research between sales tasks
- Keeps the result tied to a specific submitted contact
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to enrich each submitted contact using the available identifying details and summarize the useful results.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real contact and review the returned details.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No. Start it with a Notis webhook request when you want a contact enriched.
What should I include in the request?
Include identifying details available to you, such as the person's name, company, or profile URL. Results depend on the information Crustdata can match.
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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When this happens · Trigger
Do this · Action
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