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Notis

Screen for the metrics that matter to your request

Describe the question and criteria in a request, then let Notis run a targeted Crustdata screen.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Screen metrics and filter conditions

Retrieves datasets that match selected metrics and conditions.

Why this helps

Finding a precise dataset can take longer than answering the business question it was meant to support.

  • Starts a targeted screen from request context
  • Uses stated metrics and conditions
  • Returns data for a specific business question

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, specify the dataset question, metrics, filters, and summary you want Notis to request from Crustdata.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real request and review the screened data.

Questions about this workflow

What should I include in the request?

State the dataset, metrics, filtering conditions, and desired summary. The action supports custom screening but does not supply your business criteria.

Will Notis create filters through a setup screen?

No. Describe the outcome in plain language; Notis automations are prompt-based.

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.

TriggerScheduled

Enrich person screener

Enriches a person’s profile with additional information.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Fetch headcount by facet timeseries

Retrieves headcount data over time, grouped by selected facets.

ActionInstant

Fetch investor portfolio data

Finds companies whose investor list includes a specified investor and returns funding summaries.

ActionInstant

Filter decision makers data

Filters and retrieves decision-maker data across organizations.

ActionInstant

Post funding milestone timeseries data

Retrieves time-based data about company funding milestones.

ActionInstant

Post headcount timeseries data

Retrieves historical headcount data to help analyze workforce trends.

ActionInstant

Post job listings table data

Searches indexed job listings.

ActionInstant

Post web traffic data

Retrieves web traffic data for analysis and reporting.

ActionInstant

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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