Keep CRM records informed by fresh ad research
Have Notis periodically review available Adyntel insights and add a concise comment to the clearly matched CRM record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Comment
Add a comment to an existing CRM record.
Why this helps
New competitor information can arrive after a deal or company record is created, leaving the CRM context out of date.
- Put relevant research beside the record it informs.
- Make changes easier to review without reopening reports.
- Avoid comments when the matching CRM record is unclear.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for CRM research updates.
- 3In one instruction, ask Notis to add a concise comment only when an insight clearly matches an existing record, and include the insight and its source context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real insight that matches a known record and inspect the comment.
Questions about this workflow
Will the workflow create a CRM record if it cannot find a match?
This workflow is for comments on existing records. Instruct Notis to report unmatched insights for review instead of guessing a record.
What if the Adyntel data does not include a date or baseline?
Notis can include only supplied information. Provide any comparison baseline or historical context that the analysis needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Centralstationcrm. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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