Refresh the people behind your priority accounts
Set the accounts and roles you care about, then let Notis run a Crustdata decision maker search on your chosen schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Why this helps
Contact research goes stale when priority accounts change and there is no regular moment to revisit them.
- Revisit people research for selected accounts on a schedule.
- Use role and title criteria stated in your instruction.
- Keep results organized by recurring run report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome in one instruction, identifying priority accounts and relevant decision maker roles.
- 4Choose the recurring schedule trigger and select where run reports go.
- 5Test with one priority account.
Questions about this workflow
Can I specify titles to search?
Yes. The decision maker action supports title-based filtering, so include relevant titles in your instruction.
Does it update a CRM or AimTell subscriber record?
No such action is listed. This workflow retrieves decision maker data for review in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Crustdata. A trigger fires from one place; an action lands in another.
AimTell 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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Connect any two apps with Notis in the middle.
AimTell and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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