Get a scheduled view of contacts and campaign activity
A recurring Notis run can check the current CRM contact total and summarize it with campaign information available through ActiveTrail, giving you a compact review point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count People
Why this helps
Campaign results and contact totals take separate searches, making it easy to postpone a useful review.
- Put a CRM count on a regular review rhythm.
- Pair the count with campaign context available to Notis.
- Send run reports to a channel you already check.
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 CentralStationCRM people total and summarize it with the ActiveTrail campaign information available for the requested period.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the available campaign data covers your review needs.
Questions about this workflow
Does the people count show how many subscribers are in ActiveTrail?
No. The selected action returns the total number of people in CentralStationCRM. ActiveTrail campaign data must be separately available to the prompt.
Can this report compare with last week?
Only if a prior baseline is supplied or the connected apps provide the relevant historical data.
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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