See how many CRM contacts match a useful segment
Check the size of a client or prospect segment on a schedule using CentralStationCRM's people count filters.
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
Segment size is easy to lose track of when it takes manual filtering and counting.
- Get a repeatable segment count
- Spot changes in a filtered contact group
- Reduce manual list counting
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 which CentralStationCRM tag or contact filter to count and how to report the result.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real tag or filter.
Questions about this workflow
Can the count use a tag name?
The action supports filtering by tag ID, tag name, or custom filter expressions. Specify a filter that exists in your account.
Does the action return the matching contact records?
This action returns a count. It is intended to report segment size, not list the people.
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.
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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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