Find the right decision makers for a lead request
Turn a lead request into a focused decision maker search without switching between intake and research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Finding the right people after a lead request often means repeating the same company and role research by hand.
- Searches for decision makers from request context
- Applies stated company and role criteria
- Returns findings for a clear follow-up
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 find Crustdata decision makers matching the company and role criteria in the incoming request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real lead request and check the returned decision makers.
Questions about this workflow
What starts the workflow?
An HTTP request to the Notis webhook starts it. Agiled has no trigger event listed in this context.
Can it infer a role that was not in the request?
Do not rely on unstated criteria. Include the target roles and company details in the webhook request or your instruction.
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.
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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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