Get contact context from a phone number
When a number needs investigation, request a Data247 reverse phone lookup and review its associated name, address, and demographic details in Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Why this helps
An unexplained number can leave a contact record or follow-up task stalled while someone searches for context.
- Request associated name and address details from a number.
- Review returned personal identifiers and demographic data in the run report.
- Keep one-off lookup work in the same Notis 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 run Data247 reverse phone lookup for the supplied Agile CRM contact number and report returned contact details.
- 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 details can the lookup return?
It can return personal identifiers, address components, and demographic data associated with the phone number.
Does the lookup guarantee the number belongs to the associated person now?
No. It returns details associated with the number, which should be reviewed as lookup results.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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