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Notis

Create CRM people from prospect submissions

Move an identified prospect into CentralStationCRM without retyping their core details.

Trigger

Webhook received

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

Action

Create Person

Why this helps

Re-entering basic prospect information takes attention away from deciding who deserves a follow-up.

  • Create a person record from an incoming prospect
  • Cut repeated data entry
  • Make new prospects easier to find in the CRM

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and CentralStationCRM once in Notis.
  • 2Create an automation in Notis and describe the person creation outcome.
  • 3Ask Notis to create a person from each webhook payload with the available person details.
  • 4Select the webhook trigger and a report channel.
  • 5Test with one real prospect.

Questions about this workflow

When is this simpler action useful?

Use it when you need a basic person record and do not need nested contact details in the same request.

Can it add details not in Aeroleads data?

No. Any missing detail must be supplied separately.

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.

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.

Aeroleads and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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