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Notis

Add property context to selected address reviews

When a US address calls for property context, have Notis request Data247 details and collect the returned home, ownership, financial, and foreclosure information for review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Append Property Data

Retrieves property details, including ownership and financial information.

Why this helps

Finding comprehensive property details can take a founder out of their current work and require several manual searches.

  • Review comprehensive property details associated with a US address.
  • See available home stats, ownership, financials, and foreclosure data.
  • Bundle selected address research into one report.

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 property data for selected US addresses from Agile CRM and report returned home, ownership, financial, and foreclosure details.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real US address appropriate for property research.

Questions about this workflow

Does this work for any country?

The action is described for US addresses.

Will every category of property information be returned?

The action retrieves comprehensive property data, but specific results depend on the address and available data.

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.

TriggerScheduled

Append Email by Name and Address (v2)

Finds email addresses associated with a person’s name and postal address.

ActionInstant

Webhook trigger

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

TriggerInstant

Append Gender by First Name

Estimates a person's gender from their first name.

ActionInstant

Append Name (CNAM Lookup)

Retrieves caller name information associated with a phone number.

ActionInstant

Append Phone to Contact

Finds phone numbers associated with a person's name and address.

ActionInstant

Append Property Data

Retrieves property details, including ownership and financial information.

ActionInstant

Append Profile Data

Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.

ActionInstant

Append Reverse Email Lookup

Finds contact information associated with an email address.

ActionInstant

Append Reverse Phone Lookup

Finds contact details associated with a phone number.

ActionInstant

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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