Track the size of a tagged prospect segment
Get a quick count for a defined CRM segment without manually scanning contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count People with Filters
Count people matching the selected filters.
Why this helps
A founder can spend time counting records by hand instead of deciding what to do with a prospect segment.
- Count people using supported tags or filters
- Keep a segment size visible over time
- Reduce manual CRM list checks
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM in Notis.
- 2Create an automation for a prospect segment count.
- 3Tell Notis which supported tag or filter to use, supplying its value in the instruction.
- 4Choose a recurring schedule and a report channel.
- 5Test with one known segment.
Questions about this workflow
Does this action support a prospect source field automatically?
It supports tag or filter criteria. The relevant tag or filter must already be available in CentralStationCRM.
Will it create or change contacts?
No. This workflow only counts matching people.
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.
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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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