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Notis

Keep notable advertisers in your company records

Use a recurring Notis run to turn advertiser findings from Adyntel into company records you can follow up on.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Company

Why this helps

Interesting advertisers found during research often stay in a report instead of becoming searchable CRM records.

  • Keep a durable record of advertisers surfaced in research.
  • Save time transferring company details by hand.
  • Review findings on a predictable schedule.

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 advertiser tracking.
  • 3In one instruction, ask Notis to review the Adyntel insights available to the run and create a company for each newly identified advertiser that merits tracking, using only supplied details.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real advertiser insight and check the company record.

Questions about this workflow

Does the schedule give Notis access to Adyntel reports automatically?

The workflow can use only information available to its run. Make sure the scheduled run has access to the relevant Adyntel data or provide that data through an available source.

What if an advertiser's details are incomplete?

Tell Notis to create records only when the supplied information is sufficient, and report missing details for review.

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.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

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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