Keep Your Decision Maker Research Moving
Let a scheduled Notis run turn the decision maker criteria in AnyDB into a focused list of people to review.
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
Manual decision maker searches take attention away from evaluating and contacting the right prospects.
- Reuse existing prospect criteria
- Get a recurring list of relevant decision makers
- Spend less time navigating research tools
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 filter Crustdata decision makers using the relevant criteria available in AnyDB and summarize matches.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real set of criteria.
Questions about this workflow
Can I define job title criteria?
Yes, describe the title criteria to Notis when they are relevant and supported by the Crustdata action.
Will this automatically contact the people it finds?
No. The selected Crustdata action filters decision maker data and returns results for review.
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.
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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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