Keep prospect intelligence current after profile changes
A changed title, source, or status should trigger fresh context automatically.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
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.
Why this helps
Sales and recruiting teams often keep using stale prospect research after profile updates.
- Reduce stale contact data
- Keep research aligned with profile changes
- Save repeated lookup time
Setup
Build it in a few focused steps.
- 1Connect Workday and Crustdata in Notis.
- 2Create an automation named Prospect profile refresh.
- 3Tell Notis to enrich the changed prospect and summarize what is new.
- 4Pick the Workday Prospect Profile Changed trigger and a report channel.
- 5Test with one changed prospect.
Questions about this workflow
What profile changes can trigger it?
Any change detected by the Workday prospect profile event can start the workflow.
Can the report highlight only changed facts?
Yes. Ask Notis to compare the returned enrichment and emphasize new details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Crustdata. A trigger fires from one place; an action lands in another.
Workday triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
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.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
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When this happens · Trigger
Do this · Action
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