Research stakeholders for an open opportunity
Start with the opportunity context you have and let Notis return decision maker candidates to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Finding the right stakeholders can turn a promising opportunity into a time-consuming search across tools.
- Surfaces people matching supplied role criteria
- Keeps stakeholder research focused on an opportunity
- Gives the sales owner a reviewable candidate list
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the stakeholder research outcome in one instruction.
- 3Ask Notis to use the company and role criteria in each webhook request to find matching decision makers.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real opportunity and check that the returned candidates fit your criteria.
Questions about this workflow
Can the workflow infer the right job titles?
Provide the titles or role criteria you want to use in the request. Notis can work with those criteria and summarize returned candidates.
Does this update the Agile CRM opportunity?
The selected action searches Crustdata. This package describes reporting the research result, not writing it back to Agile CRM.
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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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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