Keep target account research moving
Set your screening criteria once and get a recurring view of companies that fit them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Target account research is easy to postpone when it means rebuilding the same search and reviewing results manually.
- Repeats a useful company search on a schedule
- Summarizes matching companies for review
- Lets you state company criteria in plain language
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Crustdata once in the Notis portal.
- 2Create an automation and describe the company research outcome in one instruction.
- 3Tell Notis which company criteria to screen and how to summarize matching results.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one run and confirm the criteria and summary are useful.
Questions about this workflow
Does this scan Agile CRM records automatically?
No. Agile CRM has no listed trigger events here. The scheduled workflow searches Crustdata using the criteria you supply.
What criteria can I use?
State the company characteristics you want to screen for. The available screening data and filters are determined by Crustdata.
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.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Crustdata.