Find phone numbers for contacts missing one
Spend less time searching for a way to reach a contact. Notis can run Data247 phone append lookups from available name and address details and report the matches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Why this helps
Contacts without a usable phone number can stall a follow-up that would otherwise take one quick call.
- Review returned primary and additional phone numbers with type classifications.
- Use an existing contact cleanup cadence to find missing phone details.
- Keep results visible for a person to review before relying on them.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Data247 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Agile CRM contacts with available names and addresses for phone append lookups, then report returned numbers and classifications.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contact whose name and address are available.
Questions about this workflow
What information does the lookup need?
It uses a person's name and address to find associated phone numbers. The result may include a primary number, type classification, and additional numbers if available.
Does a returned number mean the contact can be reached?
Not necessarily. This action appends phone details; it does not verify that a number is active.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Data247. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Email by Name and Address (v2)
Finds email addresses associated with a person’s name and postal address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Append Gender by First Name
Estimates a person's gender from their first name.
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Append Property Data
Retrieves property details, including ownership and financial information.
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Append Reverse Email Lookup
Finds contact information associated with an email address.
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Connect any two apps with Notis in the middle.
Agile CRM and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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