Get a Recurring Snapshot of Your CRM People
Have Notis retrieve key people statistics on a schedule, then review a compact snapshot instead of manually checking the CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Stats People
Tool to retrieve key statistics about people. use when you need a quick summary of total entries, e.g., after filtering by tag or custom criteria.
Why this helps
It is easy to lose track of contact totals when checking account statistics is another task to remember.
- Keep contact statistics easy to review
- Reduce manual account checking
- Build a small recurring visibility habit
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the statistics snapshot.
- 3Tell Notis in one instruction to retrieve and summarize the people statistics you want to see.
- 4Choose a recurring schedule and select a run report destination.
- 5Test one run and confirm the report reflects the returned statistics.
Questions about this workflow
Can this report a trend over time?
The action returns current key statistics. A historical trend requires prior snapshots or a baseline to be available to Notis.
Can statistics be filtered by a tag?
The Stats People action description supports key statistics and gives filtering by tag or custom criteria as an example. Specify the criteria you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Centralstationcrm. A trigger fires from one place; an action lands in another.
Ably triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Ably and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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