Build a Company Shortlist from AnyDB Prospect Criteria
Turn the company criteria you keep in AnyDB into a recurring Crustdata search and a concise shortlist to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Screener company information
Finds companies matching criteria such as headcount, growth, or funding.
Why this helps
Founders lose time restarting company research because prospect criteria and search results live in separate places.
- Refresh a company shortlist on a schedule
- Avoid repeating the same manual company search
- See a compact report of matching companies
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Crustdata once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Tell Notis to use the prospect criteria available in AnyDB to find matching companies and summarize the results.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real set of criteria.
Questions about this workflow
What criteria can I use?
Describe criteria that are present in AnyDB and supported by the Crustdata company screener. Do not assume missing fields or history.
Will the schedule compare results with a past run?
Only if a prior baseline is supplied or otherwise available to the automation. The described action searches companies; it does not itself promise change tracking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Crustdata. A trigger fires from one place; an action lands in another.
AnyDB 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.
Fetch headcount by facet timeseries
Retrieves headcount data over time, grouped by selected facets.
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Filter decision makers data
Filters and retrieves decision-maker data across organizations.
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Post headcount timeseries data
Retrieves historical headcount data to help analyze workforce trends.
Post job listings table data
Searches indexed job listings.
Post web traffic data
Retrieves web traffic data for analysis and reporting.
Connect any two apps with Notis in the middle.
AnyDB and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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