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Notis

Turn Published Agility Content into Better Contact Context

When a new story points to a person worth knowing, get useful profile context from Crustdata without leaving your publishing flow.

Trigger

Webhook received

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

Action

Enrich person screener

Enriches a person’s profile with additional information.

Why this helps

A newly published customer story, announcement, or interview can contain a valuable contact, but researching that person by hand adds another task to an already busy publishing day.

  • Enrich a supplied person's details after an Agility CMS webhook starts the workflow.
  • Keep publishing and contact research connected in one automation.
  • Review run reports for the returned profile context.

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, tell Notis how to identify a person from the webhook and enrich that person with Crustdata.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real webhook example and review the returned data.

Questions about this workflow

Does Agility CMS provide a built-in Notis trigger event here?

No. Start this workflow with a Notis webhook and configure Agility CMS to send the relevant HTTP request to that webhook.

Can Crustdata find a person from any article text alone?

The action enriches a person based on a query. Include a sufficiently specific person query or identity in the incoming webhook or instruction.

Will the workflow publish or edit Agility content?

No. Its Crustdata action enriches a person; it does not change the Agility CMS item.

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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