Get more context on a prospect without a research detour
Trigger an enrichment when a new prospect needs a closer look, then review the useful context in one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Enrich person screener
Enriches a person’s profile with additional information.
Why this helps
Switching between prospect details and research tools makes quick qualification harder to finish.
- Start research when a prospect needs attention
- Bring available person details into one run report
- Reduce manual lookups before a qualification decision
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the person information to enrich and the summary you want in one instruction.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real example and review the returned details.
Questions about this workflow
What starts the automation?
An HTTP request to its Notis webhook starts a run. The request should provide a person query suitable for the enrichment action.
Will every detail be available?
Crustdata returns information based on the query and its available data. Notis can summarize returned details, but cannot supply missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Crustdata. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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