Know the size of a CRM segment before research
Get a regular count of the contacts that match a defined segment and plan research with less guesswork.
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
Planning outreach research is harder when nobody knows how many CRM contacts fit the segment.
- See the current size of a filtered contact segment.
- Plan research effort using a CRM count.
- Receive a repeatable update without manually counting records.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and CentralStationCRM once in Notis.
- 2Create a named automation for segment sizing.
- 3Tell Notis which supported CentralStationCRM filters to count and how to present the result for AgentQL research planning.
- 4Choose a recurring Notis cron trigger and select a report destination.
- 5Test with one real segment and check the count against the CRM response.
Questions about this workflow
Does this workflow search AgentQL for contacts?
No. It counts CentralStationCRM people using supported filters. The count can inform research planning, while AgentQL research is a separate input.
Can I filter by any field?
Use only filters supported by the CentralStationCRM count action. The workflow cannot assume arbitrary fields are filterable.
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.
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.
Agentql and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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