Keep new AgencyZoom leads moving into CentralStationCRM
Send new lead details from AgencyZoom to Notis and create a CentralStationCRM person without retyping the basics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
A promising lead can get lost when contact details have to be copied between systems.
- Reduce duplicate data entry
- Get new prospects into the CRM sooner
- Keep available contact details together
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.
- 3Describe that Agencyzoom lead details received by webhook should create a CentralStationCRM person with the available contact information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead example.
Questions about this workflow
What starts this workflow?
A webhook request starts it. Include the Agencyzoom lead details that Notis should use.
What happens if a lead is missing information?
Notis can use the details provided. Supply the information needed to create a useful contact in the webhook request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.