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Notis

Save researched companies in CentralStationCRM

Give every researched organization a home in your CRM, ready to connect to people and deals.

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

Company research often gets separated from the contact or opportunity it was meant to support.

  • Save an organization while its research is still in context.
  • Include supported nested company details in one create action.
  • Make it easier to link future contacts and deals to the organization.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and CentralStationCRM once in Notis.
  • 2Create a named automation in Notis.
  • 3In one instruction, ask Notis to create a CentralStationCRM company from the structured company data in the request.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real company request and review the created record.

Questions about this workflow

Can the workflow create a company and link a person automatically?

The listed action creates a company with nested attributes. Do not assume it links a separate person unless the incoming data and action support that operation.

What if the research does not include a company field?

Notis can only use information supplied in the request. Add the missing company details to the request or leave them out.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Centralstationcrm. A trigger fires from one place; an action lands in another.

Agentql triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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