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Review email volume for a prospect deal

Get a quick communication volume check for a deal without manually inspecting related email records.

Trigger

Recurring schedule

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

Action

Count Deals External Emails

Count external emails associated with a deal.

Why this helps

Deal reviews get heavier when basic email volume requires another round of record-by-record checking.

  • Count emails for a specified deal
  • Support a lighter deal review
  • Get a consistent report on communication volume

Setup

Build it in a few focused steps.

  • 1Connect CentralStationCRM in Notis.
  • 2Create an automation for a deal email count.
  • 3Tell Notis the confirmed deal identifier to check.
  • 4Choose a recurring schedule and a report channel.
  • 5Test with one known deal.

Questions about this workflow

Will this show whether a deal is progressing?

No. It counts external emails and does not determine deal progress by itself.

What if there is no deal identifier?

Supply a confirmed identifier before running the count.

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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