Turn a specific research question into a data screen
When you have a clear question, send the criteria and get a focused Crustdata screen summarized for you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Screen metrics and filter conditions
Retrieves datasets that match selected metrics and conditions.
Why this helps
A precise research question can take too long to translate into a repeatable data query.
- Starts from a concrete research question
- Uses criteria supplied with the request
- Returns a focused summary of screened data
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the screening outcome in one instruction.
- 3Ask Notis to use the metrics and filter conditions included with each webhook request.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with one real screening request and check the criteria and summary.
Questions about this workflow
Can this screen any metric I choose?
It can use metrics and conditions supported by the Crustdata screening endpoint. Confirm the requested data is supported.
What if my question has no clear filter?
State the metric, desired criteria, and any limits in the webhook request. Clear inputs help produce a useful screen.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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