Stay aware of funding milestones
Use a recurring review to spot funding activity that may change your account priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding updates can be scattered across research sessions and missed when account reviews are busy.
- Makes funding trend review repeatable
- Summarizes returned milestones for account research
- Helps focus attention on specified companies
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the funding review you want.
- 3Specify the companies or query criteria and ask Notis to summarize returned funding milestones.
- 4Choose a recurring Notis schedule and a report destination.
- 5Test with one run and verify the company scope and returned data.
Questions about this workflow
Does this detect only new funding events?
The action retrieves funding milestone timeseries data. If you want changes called out, ask Notis to compare results with a baseline you provide or make available.
Where do the company identifiers come from?
Include the companies or criteria in your instruction. This workflow does not rely on an Agile CRM trigger.
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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