Find a phone number for a business contact
Add a useful phone lookup step when a business contact record is missing a number.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Why this helps
A contact record without a phone number can force a founder to leave the CMS and search manually.
- Look for phone numbers associated with a name and address.
- See primary phone type and additional numbers when available.
- Review lookup results before updating contact content.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Data247 once in Notis.
- 2Create an automation in the portal or describe it to Notis in plain language.
- 3Ask Notis to look up phone numbers for supplied business contact names and addresses, then report matches and phone types.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real business contact record that includes a name and address.
Questions about this workflow
What information is needed for this lookup?
Provide the contact name and address from the CMS content. Results depend on available matching data.
Will a phone number be added to the CMS automatically?
No. Review the reported matches and update Agility CMS yourself if appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Data247. A trigger fires from one place; an action lands in another.
Agility cms triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Email by Name and Address (v2)
Finds email addresses associated with a person’s name and postal address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Estimates a person's gender from their first name.
Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
Append Phone to Contact
Finds phone numbers associated with a person's name and address.
Append Property Data
Retrieves property details, including ownership and financial information.
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Append Reverse Email Lookup
Finds contact information associated with an email address.
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Connect any two apps with Notis in the middle.
Agility cms and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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