Keep Agile CRM mailing addresses ready to use
Catch incomplete or outdated US addresses before they create a delivery problem. Have Notis check Agile CRM contact addresses with Data247 and report the corrected details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Verify USA Postal Address
Verifies and standardizes a US postal address to USPS standards.
Why this helps
Bad address data can lead to returned mail and time-consuming contact cleanup.
- Review address validity and standardized components in one report.
- Catch postal data issues without manually checking contacts one by one.
- Keep a regular contact cleanup task from slipping through the cracks.
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 US postal addresses and use Data247 to verify and report standardized results.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contact that has a US postal address.
Questions about this workflow
Does this update the contact in Agile CRM automatically?
The listed Data247 action verifies and returns address details. Ask Notis to report the results; automatic updates should only be included if the connected tools support them.
Can it validate addresses outside the United States?
No. This action is for US postal addresses and USPS-standardized corrections.
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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