Check Airtop prospect research against Agiled contacts
Review new prospect findings against your contact list on a schedule, so existing relationships are easier to spot before outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieves contacts.
Why this helps
Prospect research can lead to duplicate contact work when the CRM is not checked alongside browser findings.
- Compare supplied prospect details with current contacts.
- Find likely existing relationships before outreach.
- Surface ambiguous matches for a quick human check.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact review.
- 3In one instruction, tell Notis to compare prospect details you provide from Airtop with Agiled contacts and summarize likely matches and gaps without creating or modifying contacts.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one prospect batch and current Agiled contacts.
Questions about this workflow
Does this workflow add new contacts?
No. It retrieves contacts and summarizes likely matches or gaps for review.
What prospect details should be provided?
Provide the details available from your Airtop research, such as the prospect's name or organization. Notis should flag ambiguous or incomplete matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Agiled. A trigger fires from one place; an action lands in another.
Airtop triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Airtop and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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