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Find company prospects from new spreadsheet rows

Add an account idea or target profile to your sheet. Notis can use it to find companies worth a closer look.

Trigger

New Rows in Google Sheet

Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.

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

Manually translating account notes into repeated company searches makes prospecting easy to postpone.

  • Start a company search as soon as a new row is added.
  • Use the row's available criteria to guide a Crustdata company search.
  • Receive a readable summary of the matches.

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Crustdata once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use each new row's company criteria to search Crustdata and summarize matching companies.
  • 4Pick the New Rows in Google Sheet trigger and choose where run reports should go.
  • 5Test with one real prospect row.

Questions about this workflow

What should the new row contain?

Include the company criteria you want Notis to use, such as an industry, location, size range, or growth requirement. The search depends on the information you provide and Crustdata supports.

Will it add results back to the sheet?

This workflow searches Crustdata and reports the results. It does not claim to write results back to Google Sheets.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Sheets to Crustdata. A trigger fires from one place; an action lands in another.

Google Sheets triggers

Crustdata actions

Recurring trigger

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

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

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.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

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.

ActionInstant

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

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.

ActionInstant

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

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.

ActionInstant

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

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.

ActionInstant

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Google Sheets and Crustdata, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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