See campaign follow-up opportunities in one scheduled review
Ask Notis to retrieve CRM deals on a schedule and summarize the relevant opportunities alongside available ActiveTrail results, so follow-up planning starts with context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Why this helps
Campaign results and open opportunities are easy to review separately and hard to turn into a clear follow-up plan.
- Bring deal records into a recurring review.
- Connect campaign context to sales follow-up planning.
- Reduce the time spent gathering information before deciding next steps.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve the relevant paginated CentralStationCRM deals and summarize them with available ActiveTrail campaign results for the chosen review period.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the deal list and campaign period are relevant.
Questions about this workflow
Does this workflow update deal stages?
No. The selected action retrieves deals for a review; it does not update them.
Can the summary include campaign attribution for every deal?
Only when the apps return or you supply enough information to associate a campaign with each deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Centralstationcrm. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Retrieve the activity count for a record, account, or user.
Count Attachments
Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
ActiveTrail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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