Bring Agencyzoom accounts into your company records
Turn account details into a CentralStationCRM company record and keep organization context available for deal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company with Nested Attributes
Create a company record with associated details and attributes.
Why this helps
Account details can remain siloed while sales work happens in a separate CRM.
- Keep organization records in the CRM
- Use supplied nested details in one creation request
- Reduce repetitive account entry
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Centralstationcrm once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, say to create a CentralStationCRM company from Agencyzoom account details received by webhook, using any supplied nested attributes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real account example.
Questions about this workflow
Can nested company details be included?
Yes. The CentralStationCRM action supports nested attributes. Include the details you want used in the incoming data.
Does the workflow create a company without account data?
It needs account details in the webhook request to create a meaningful company record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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