Capture company research in a weekly CRM pass
Batch company capture into a predictable weekly routine so research does not linger outside your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Company with Nested Attributes
Create a company record with associated details and attributes.
Why this helps
Company research often piles up because each record feels like a separate admin task.
- Batch company creation into a weekly pass
- Include available nested company details
- Make company research easier to process consistently
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and CentralStationCRM once in Notis.
- 2Create an automation for weekly company capture.
- 3Ask Notis to create a company for each available researched organization and use only supplied information.
- 4Choose a weekly schedule and a report channel.
- 5Test with one real company record.
Questions about this workflow
Does this run from an Aeroleads event?
No. Aeroleads has no trigger event listed here, so the workflow uses a Notis schedule.
What happens if no company research is available?
Notis can report that there was nothing to process rather than inventing a company.
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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