Check the size of a campaign-related CRM audience
Ask Notis to count CRM people matching available tags or filters on a schedule, then include relevant ActiveTrail campaign context in the run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count People with Filters
Count people matching the selected filters.
Why this helps
Before a campaign review, checking a segment size can mean switching tools and repeating the same search.
- Get a fresh count for CRM tags or supported filters.
- Reduce repetitive audience-size checks.
- Keep the count beside relevant campaign context in a run report.
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 which CentralStationCRM tags or supported filters to count and what ActiveTrail campaign context to include in the report.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the filter matches the intended audience.
Questions about this workflow
Can the count use an ActiveTrail segment directly?
The selected count action filters CentralStationCRM people by supported tags or expressions. ActiveTrail segment membership is not listed as a filter for this action.
Will it tell me whether the audience grew?
A growth comparison needs a prior count or another available historical baseline.
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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