Prepare customer research calls faster
Walk into customer conversations with the company context already in hand.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Research calls are harder when company background is gathered minutes before the meeting.
- Prepare consistent call briefs
- Reduce pre-call switching
- Surface useful context early
Setup
Build it in a few focused steps.
- 1Connect Typeform and Bigpicture io once in the Notis portal.
- 2Create an automation asking Notis to look up the submitted domain and summarize facts relevant to a customer research call.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report channel and test with one completed research form.
Questions about this workflow
Can I include the call goal?
Yes. Add the goal to the automation instruction so the summary stays relevant.
Does it schedule the call?
No. It prepares research from the completed response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Bigpicture io. A trigger fires from one place; an action lands in another.
Typeform triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
New Form Response
Triggers when a respondent completes and submits the form.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Connect any two apps with Notis in the middle.
Typeform and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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