Screen Accounts from the Companies Your Story Covers
Use a story brief as a prompt for account discovery, with clear screening criteria guiding the companies Crustdata returns.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Story research may reveal a group of relevant accounts, but turning that insight into a repeatable company screening task is often left for later.
- Start a company screener from a webhook request tied to a story brief.
- Apply company criteria the brief or instruction explicitly provides.
- Keep research results connected to the content context that prompted them.
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 story context and company criteria to apply in Crustdata's screener.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real story brief and review the screened companies.
Questions about this workflow
Does the screener choose criteria based on the story automatically?
Provide clear criteria or instruct Notis to use criteria stated in the brief. Missing criteria should be surfaced rather than guessed.
How is this different from company search?
This uses the company screener action, which supports criteria such as headcount, growth rate, and funding.
Can it run after an Agility CMS publish event?
There is no Agility CMS trigger event listed. Use a Notis webhook and send an HTTP request when you want the workflow to run.
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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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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