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Notis

Check an investor’s participation history

Send a person identifier from extracted research and have Notis retrieve their Fundable investment history.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Person Investments

Get deals a person participated in as an investor by identifier

Why this helps

People mentioned in funding research can require a separate round of searching before you know their investment context.

  • Retrieve investment participation for an identified person.
  • Keep people research connected to the extracted source.
  • Spend less time repeating searches across sessions.

Setup

Build it in a few focused steps.

  • 1Connect Extracta ai and Fundable to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to look up a person’s investments from incoming research.
  • 3Give Notis one plain-language instruction describing how to use an available person identifier and how to handle uncertain matches.
  • 4Select an incoming webhook trigger and run-report channel, then test with one real person identifier.

Questions about this workflow

What does the person investments action find?

It gets deals a person participated in as an investor by identifier.

Can this action search by a name alone?

The listed action uses an identifier. Include a usable identifier in the incoming data or have Notis flag records that need clarification.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Extracta ai to Fundable. A trigger fires from one place; an action lands in another.

Extracta ai triggers

Fundable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Look Up Company

Search for a company by name, domain, LinkedIn, or Crunchbase

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Search Funding Rounds

Search and filter funding rounds by company, investor, and round details

ActionInstant

Get Company Rounds

Get deals for a company by identifier

ActionInstant

Get Person Investments

Get deals a person participated in as an investor by identifier

ActionInstant

Get Round Investors

Get investors for a specific funding round

ActionInstant

Get Investor Profile

Get investor details and statistics by identifier

ActionInstant

Connect any two apps with Notis in the middle.

Extracta ai and Fundable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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