Check the registered name behind a phone number
When a number's registered name could help with contact review, ask Notis to request Data247 CNAM data and deliver the result in a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Why this helps
A phone number without clear ownership can make it harder to decide whether a contact record needs attention.
- Request carrier-grade CNAM data for a number under review.
- See the returned registered owner name in a Notis report.
- Handle one-off lookup needs without leaving the workflow.
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 CNAM data for the supplied Agile CRM contact phone number and report the registered owner name.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real phone number you are authorized to review.
Questions about this workflow
What does CNAM provide?
It returns Caller Name Delivery data associated with a phone number from carrier-grade telco data.
Does the result confirm who currently uses the number?
It provides the registered owner name associated with the number, which may not identify its current user.
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.
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Webhook trigger
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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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