Prepare prospect research lists from CRM context
Give prospect research a consistent home by creating an Agenty list around the prospects or market question in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create List
Creates a new list.
Why this helps
Research targets often end up scattered between CRM records, browser tabs, and ad hoc notes.
- Create an Agenty list for a defined research effort.
- Use available Agiled CRM context to name and describe the list.
- Reduce repeated setup when organizing a prospect research batch.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agenty once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the list preparation workflow.
- 3In one instruction, ask Notis to use available Agiled CRM context to create an Agenty list for a specific research effort.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real research effort and confirm the list name and description are appropriate.
Questions about this workflow
Will this add prospect rows to the list?
No. This action creates a list only. Adding rows is a separate Agenty action and requires the list schema and row data.
Where does the list topic come from?
The instruction should define the research focus, or the needed details must be available in Agiled context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Agenty. A trigger fires from one place; an action lands in another.
Agiled triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Permanently deletes an agent.
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Retrieves the details and configuration of an agent.
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Updates an existing agent’s configuration and details.
Create API Key
Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
Agiled and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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