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Notis

Confirm Crustdata access before research

Check that credentials are valid before relying on a Crustdata research workflow.

Trigger

Webhook received

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

Action

Validate API Credentials

Checks API credentials against the current free account endpoint.

Why this helps

A research run can be delayed when an expired or misconfigured credential is discovered midway through the task.

  • Checks credential validity on demand
  • Returns a descriptive validation status
  • Helps catch access issues before a research task

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Crustdata once in the Notis portal.
  • 2Create an automation and describe the credential check outcome.
  • 3Ask Notis to validate Crustdata credentials and summarize the returned status when requested.
  • 4Choose the Notis webhook trigger and a report destination.
  • 5Test once and confirm the validation message is understandable.

Questions about this workflow

Does this repair invalid credentials?

No. The action validates credentials and reports their state; it does not change them.

Does it need Agile CRM data?

No Agile CRM event is involved. The Notis webhook is a convenient way to request the validation.

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.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

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

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

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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