Review investor background before a market introduction
Gather a consistent profile brief when an investor introduction comes through, so you can focus on preparing a thoughtful next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Preparing for introductions is harder when investor background research means interrupting other work to hunt for basic details.
- Collect a profile at the moment an introduction is logged.
- Reduce last-minute background research.
- Retain market context with the investor brief.
Setup
Build it in a few focused steps.
- 1Connect Storerocket and Crunchbase to Notis once in the portal.
- 2Ask Notis for your portal link and choose Automations -> New Automation.
- 3Write a single prompt asking Notis to retrieve a Crunchbase investor profile when a webhook submits an introduction and its related Storerocket market context.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Submit one real introduction example and review the brief.
Questions about this workflow
Does this send a reply to the investor?
No. It retrieves background information for your review; it does not send messages.
What details should accompany the introduction?
Send enough context to identify the investor and connect the lead to a market represented in Storerocket.
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
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.