Skip to content
Notis

Keep investor research aligned with expansion plans

As your footprint evolves, a regular investor scan helps you revisit who may be relevant to the markets you are entering.

Trigger

Recurring schedule

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

Action

Search investors

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

Why this helps

Investor research loses momentum when expansion priorities shift and the old list is never refreshed.

  • Refresh investor research as markets evolve.
  • Keep searches connected to actual expansion regions.
  • Receive a compact result for review and prioritization.

Setup

Build it in a few focused steps.

  • 1Connect Storerocket and Crunchbase to Notis once in the portal.
  • 2Ask Notis for your portal link, go to Automations, and select New Automation.
  • 3Add one prompt asking Notis to search Crunchbase for investors relevant to the markets represented by your Storerocket locations and summarize the matches.
  • 4Choose a monthly schedule and a channel for run reports.
  • 5Check a run against one active expansion market.

Questions about this workflow

Will the investor results be personalized to my business?

They are based on the market context and instructions you provide. Review each result for actual fit.

Can I run it more often?

Select a recurring schedule that matches the pace of your expansion research.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Storerocket to Crunchbase. A trigger fires from one place; an action lands in another.

Storerocket triggers

Crunchbase actions

Recurring trigger

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

TriggerScheduled

Get investor profile

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

ActionInstant

Webhook trigger

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

TriggerInstant

Search investors

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

ActionInstant

Get organization profile

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

ActionInstant

Search organizations

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

ActionInstant

Get company people

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

ActionInstant

Get company funding rounds

Search and retrieve detailed information about companies, investors, and key people to discover funding opportunities, track market competitors, and analyze investment trends. Access comprehensive profiles including organization details, investor backgrounds, and complete funding round histories all in one place.

ActionInstant

Connect any two apps with Notis in the middle.

Storerocket and Crunchbase, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Crunchbase.