Review richer profile details for selected contacts
When a contact needs deeper context, ask Notis to request Data247 profile enrichment from available name and address details, then review the returned profile data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Why this helps
Gathering scattered identity and contact context manually can interrupt focused work and still leave gaps.
- Review identity and contact information returned by the profile lookup.
- See available demographic, property, and vehicle details in one result.
- Use a scheduled review to handle selected contacts in a consistent way.
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 request Data247 profile enrichment for selected Agile CRM contacts using available name and address details, then report returned fields.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contact and review the returned profile fields.
Questions about this workflow
What information can the profile lookup include?
It can include identity, contact information, demographics, property, and vehicle details based on the name and address provided.
Will every contact return every profile detail?
No. Returned details depend on what is available for the person and the information supplied.
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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