Find companies that fit each new project request
Send a project brief to Notis and get a focused list of companies that match its stated criteria.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Researching prospects separately from project intake makes it easy to lose the brief or repeat searches.
- Starts research from an incoming Agiled request
- Uses criteria present in the request
- Keeps prospect discovery tied to the project context
Setup
Build it in a few focused steps.
- 1Connect Agiled and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to screen companies in Crustdata using the criteria in each project request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real project request and review the company results.
Questions about this workflow
Does Agiled provide a trigger event for this workflow?
No Agiled trigger event is listed here. This workflow starts when an HTTP request reaches a Notis webhook.
Where do the screening criteria come from?
They must be included in the request or supplied in your instruction. The workflow does not assume extra criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Crustdata. A trigger fires from one place; an action lands in another.
Agiled triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
Enriches a person’s profile with additional information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
Agiled and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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