Find the People Behind Your Target Audience
Turn an audience profile into a repeatable decision maker search, with Notis running the Crustdata query on a schedule you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Audience definitions can sit in content planning while identifying relevant decision makers requires a separate, easy-to-forget research session.
- Schedule recurring decision maker research around a specified audience or role profile.
- Use Crustdata's decision maker filters and title criteria as instructed.
- Review results in run reports without reopening a separate research task.
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, specify the audience context and decision maker roles or filters to use in Crustdata.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real audience profile and review the returned decision makers.
Questions about this workflow
Does Agility CMS trigger this when an audience profile changes?
No. The available trigger is a recurring Notis schedule. Provide the current audience profile as context for the run.
Can this decide which job titles matter?
Only if the role criteria are supplied or clearly present in the source context. State the titles or filters you want applied.
Does the action create contacts in a CRM?
No. The listed action filters and retrieves decision maker data 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.
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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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