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Notis

Turn a Research Request into a Targeted Data Screen

Pass a clear research question, metric, and filter criteria through a webhook to retrieve a focused Crustdata dataset.

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

A research request can stall when someone has to translate an editorial question into a data query and remember to share the results.

  • Start a targeted data screen from an HTTP request.
  • Use custom metrics and filter conditions supplied by the request or prompt.
  • Receive returned data with the original research context in a run report.

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 dataset, metrics, and filter conditions to screen in Crustdata.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real research request and check the returned dataset.

Questions about this workflow

Does the action support arbitrary metrics?

It enables screening with custom metrics and filter conditions, subject to the data and query capabilities available in Crustdata.

What if the request does not name a metric?

Have Notis report that the needed metric or filter is missing rather than guessing.

Does this trigger from an Agility CMS event?

No. An HTTP request starts the Notis webhook; Agility CMS exposes no trigger events in this package.

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.

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.

Agility cms and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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