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