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Notis

Turn a screener job into people to review

Pass a job ID into Notis and get the associated person data summarized in one report.

Trigger

Webhook received

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

Action

Search for job id in screener

Finds people associated with a specific job listing.

Why this helps

People research can stall when useful screener output is tied to a job ID that needs another lookup.

  • Uses a specific screener job ID as the search input
  • Summarizes associated person results
  • Keeps a follow-up research step easy to initiate

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Crustdata once in the Notis portal.
  • 2Create an automation and describe the people retrieval outcome.
  • 3Ask Notis to use the job ID in each webhook request to retrieve and summarize associated people.
  • 4Choose the Notis webhook trigger and a report destination.
  • 5Test with one valid job ID and review the result.

Questions about this workflow

What input does this workflow need?

It needs a Crustdata screener job ID in the webhook request.

Can it create Agile CRM contacts?

The selected action retrieves people from Crustdata. This package reports the results and does not describe creating Agile CRM records.

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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