Find Relevant Companies from Your Content Themes
Give Notis a content theme from Agility CMS and a clear company profile to seek. Crustdata can screen for matching companies on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Content themes and account discovery often live in separate workflows, leaving founders to manually translate what they publish into a list of companies to explore.
- Use a recurring Notis schedule to revisit a defined company discovery request.
- Search companies with Crustdata's screener using criteria supplied in the instruction or source context.
- Keep the query focused on a content theme instead of manually starting separate research.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, name the Agility CMS content theme or context to use and the company criteria for Crustdata's screener.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real theme and review the companies returned.
Questions about this workflow
Does this workflow run when an Agility CMS item changes?
No. Agility CMS has no trigger events in this package. A recurring Notis schedule starts the automation.
Does the workflow invent company criteria from the CMS?
No. State the relevant theme and screening criteria in the prompt or make sure the available source context includes them.
What does the Crustdata action return?
It screens company information based on criteria. The exact results depend on the criteria and data available from Crustdata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Crustdata. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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