Research the company behind every new meeting
Know who you are meeting before the calendar invite gets buried. Ask Notis to look up and screen the company using the name or domain you include in your instruction.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Screener company information
The getcompanyscreener endpoint allows users to search and filter companies based on various criteria such as headcount, growth rate, funding, and more. it provides a powerful way to identify specific companies that meet predefined conditions. this endpoint is particularly useful for tasks like lead generation, market research, and competitive analysis. the endpoint returns a list of companies matching the specified criteria, with each company entry containing key information such as name, industry, headcount, funding details, and growth metrics. users can customize their search using multiple filters, sort the results, and paginate through large result sets. note that the accuracy of the data depends on crustdata's real-time data collection and update frequency.
Why this helps
New meetings arrive faster than you can research every company, so useful context gets missed before the call.
- Surface company information before you prepare for a call.
- Reduce manual lookups between scheduling and meeting prep.
- Use your own screening criteria in a plain language instruction.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Crustdata once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name.
- 3In one instruction, tell Notis how to identify the company from the meeting and what company details or criteria to research.
- 4Pick the Event Created trigger and choose where run reports should go.
- 5Test with one real meeting that includes a recognizable company name or domain.
Questions about this workflow
What company details should I include in my instruction?
Say how Notis should identify the company, such as from the meeting summary, and which company attributes or screening criteria you want researched. The event provides the summary and organizer information.
Does the trigger include all meeting details?
The Event Created trigger returns the event ID, summary, start and end times, and organizer information. Add other company context in your instruction if the event does not contain it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Crustdata. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Enrich person screener
The screener person enrich endpoint enriches person data by providing additional information based on the given query. it allows users to retrieve detailed information about individuals, which can be useful for various purposes such as customer profiling, lead generation, or data verification. this endpoint should be used when you need to augment existing person data with additional details or verify information about a specific individual. the enrichment process draws from crustdata's extensive database and real-time data sources to provide up-to-date and comprehensive information. users can customize the response by specifying the exact fields they need, optimizing data transfer and processing. note that the availability and accuracy of enriched data may vary depending on the input provided and the information available in crustdata's systems.
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 as a timeseries with faceted analysis capabilities. this endpoint allows users to fetch detailed headcount information over time, applying complex filters, pagination, and sorting. it's particularly useful for hr analytics, workforce planning, and organizational growth analysis. the endpoint supports nested logical operations in its filtering mechanism, enabling highly specific queries. users can paginate through large datasets and sort results based on multiple criteria. while powerful, this endpoint requires careful construction of the filters parameter to ensure accurate data retrieval. it should be used when detailed, time-based headcount analysis is needed, but may not be suitable for simple, non-time-series headcount queries or for real-time data needs due to its complexity.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Fetch investor portfolio data
Retrieves comprehensive investor portfolio data from the data lab section of the crustdata api. this endpoint provides access to detailed information about investor portfolios, including investment holdings, performance metrics, and other relevant data points. it is designed to support investment analysis, portfolio management, and decision-making processes in a b2b context. the endpoint should be used when detailed investor portfolio information is required for tasks such as investment screening, performance tracking, or generating analytical reports. it's important to note that this endpoint may not provide real-time data and the frequency of updates should be verified in the api documentation. additionally, users should be aware of any data privacy and usage restrictions that may apply to the retrieved investor information.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
Filter decision makers data
Filters and retrieves decision maker data from the crustdata b2b saas integration platform based on complex criteria. this endpoint allows for advanced querying of decision maker information using a combination of filters, pagination, sorting, and title-based filtering. it's designed for scenarios where specific subsets of decision maker data need to be extracted or analyzed. the endpoint supports nested logical conditions in filters, enabling highly targeted data retrieval. use this when you need to perform detailed analysis or reporting on decision makers across various organizations or industries. note that the endpoint requires careful structuring of the request body to effectively utilize its advanced filtering capabilities.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Post funding milestone timeseries data
The fundingmilestonetimeseries endpoint retrieves time-series data related to funding milestones for companies. it allows for complex querying of funding events over time, with flexible filtering, pagination, and sorting options. this endpoint is particularly useful for analyzing funding trends, comparing company funding histories, or tracking specific funding events across multiple organizations. the data returned is based on the specified filters and can be tailored to focus on particular time ranges, funding stages, or company characteristics. while it provides comprehensive funding milestone data, it does not include detailed company information beyond what's directly related to funding events.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Post headcount timeseries data
Retrieves filtered and sorted headcount timeseries data from the crustdata data lab. this endpoint allows for complex querying of historical headcount information, enabling users to analyze workforce trends over time. it supports advanced filtering with nested conditions, pagination for handling large datasets, and customizable sorting. ideal for generating reports, conducting workforce analysis, or integrating headcount data into third-party business intelligence tools. note that the specifics of the returned data structure are not provided in the given schema.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Post job listings table data
This endpoint retrieves filtered and sorted job listings data for specified company tickers from a chosen dataset in the crustdata platform. it allows for highly customizable queries with complex filtering conditions, pagination, and sorting options. the endpoint is designed for bulk data retrieval and analysis of job market trends across multiple companies. use this endpoint when you need to fetch and analyze job listing data for specific companies, apply custom filters to narrow down the results, or when you want to paginate through large sets of job data. it's particularly useful for market research, competitive analysis, or tracking employment trends in specific industries or companies. note that this endpoint requires careful construction of the request body, especially for the filters parameter, which can support nested logical conditions. the performance and response time may vary depending on the complexity of the filters and the amount of data requested.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
Post web traffic data
Retrieves filtered and sorted web traffic data from the crustdata platform. this endpoint allows for complex querying of web traffic information using nested conditions and logical operators. it supports pagination for handling large datasets and provides sorting capabilities for customized data presentation. use this endpoint when you need to analyze web traffic patterns, filter data based on specific criteria, or extract insights from your web analytics. the endpoint is particularly useful for generating reports, identifying trends, or monitoring key performance indicators related to web traffic.
Connect any two apps with Notis in the middle.
Google Calendar and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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