Move researched prospects into CentralStationCRM
Finish a prospect research session with a ready-to-follow-up contact in your CRM.
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
Prospect details gathered while browsing can get stranded in notes or tabs before anyone follows up.
- Capture researched prospects without retyping their details.
- Keep nested contact information with the person record.
- Reduce the chance that a qualified lead gets lost after research.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and CentralStationCRM once in Notis.
- 2Create an automation in Notis and name it for prospect capture.
- 3Tell Notis to create a CentralStationCRM person from the structured prospect data received from AgentQL.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real prospect and review the created record.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request sends AgentQL research data to the automation.
What should the request include?
Include the prospect details you want Notis to use. Notis can only create fields supported by the CentralStationCRM action and data present in the request.
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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