Save qualified prospect accounts as CRM companies
Give a researched account a home in your CRM as soon as it meets your qualification criteria.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Why this helps
Qualified organizations can disappear into prospect lists when there is no consistent handoff to the CRM.
- Capture qualified organizations in the CRM
- Use a clear webhook handoff
- Reduce the chance of losing researched accounts
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and CentralStationCRM once in Notis.
- 2Create an automation for qualified organization intake.
- 3In one instruction, ask Notis to create a company only when the webhook payload marks it qualified, and rely on the supplied qualification value.
- 4Choose the webhook trigger and a report channel.
- 5Test with one qualified company payload.
Questions about this workflow
Where does qualification come from?
The incoming payload must include the qualification decision or value.
Will Notis infer qualification from unavailable criteria?
No. Add your criteria or qualification result to the payload or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Centralstationcrm. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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