See a CRM people snapshot with each new inquiry
Pair a new message with a quick view of the people records in your CRM.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Stats People
Tool to retrieve key statistics about people. use when you need a quick summary of total entries, e.g., after filtering by tag or custom criteria.
Why this helps
Useful contact statistics require opening another app and interrupting the task at hand.
- Retrieve people statistics from CentralstationCRM
- Keep inquiry reports self-contained
- Reduce context switching for a quick account check
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis to retrieve CentralstationCRM people statistics on each new email and summarize them with the email's sender and subject.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real message and review the statistics in the report.
Questions about this workflow
Can it calculate custom metrics?
The action retrieves key people statistics. Any additional baseline or calculation criteria must be supplied in your instruction.
Does it update CRM records?
No. It retrieves statistics and includes them in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agent mail triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New Email Received
Trigger for new emails in an AgentMail inbox
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Agent mail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Centralstationcrm.