Turn a prospecting brief into a company search
Use the same clear company criteria each time, with results delivered in a run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search companies with filters
Searches for companies matching selected criteria.
Why this helps
A prospecting brief often stays in a note while the team repeats broad, unfocused company searches.
- Converts supplied criteria into a focused search
- Makes recurring discovery easier to review
- Avoids repeated manual query setup
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and state the prospecting outcome in one instruction.
- 3Describe the company criteria and ask Notis to summarize relevant search results.
- 4Choose a recurring Notis schedule and the run report destination.
- 5Test with one real search brief and refine the criteria if needed.
Questions about this workflow
Is this a duplicate of company screening?
This workflow uses company search to execute a prospecting brief. Company screening is suited to recurring screens based on defined company characteristics.
Will results be inserted as Agile CRM accounts?
No. The selected action searches Crustdata and the workflow reports results for review.
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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