Review enriched profiles for supplied contacts
Bring available contact and profile context into one scheduled report for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Why this helps
Reviewers can spend time gathering scattered profile details when a content record needs more context.
- Retrieve available identity, contact, demographic, property, and vehicle details for supplied name and address pairs.
- Receive results in a scheduled Notis run report.
- Review enriched data before deciding whether to use it.
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.
- 3Tell Notis to retrieve available profile data for supplied names and addresses and report the returned details for review.
- 4Choose a recurring Notis cron schedule and where run reports should go.
- 5Test with one real contact record and review the results.
Questions about this workflow
What input should the workflow use?
Supply a person's name and address from the relevant Agility CMS content. Returned details depend on available matching data.
Will it copy profile data into Agility CMS?
No. It reports results for review and leaves CMS updates to your team.
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.
Append Gender by First Name
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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