Keep research notes beside the CRM record
Bring useful browsing findings into the record your team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Comment
Add a comment to an existing CRM record.
Why this helps
Research context can disappear between browser tabs, CRM records, and follow-up conversations.
- Keep relevant findings close to the CRM entity they describe.
- Turn raw research into a concise, readable note.
- Avoid searching browser history to recover useful context.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and CentralStationCRM once in Notis.
- 2Create a named automation in Notis.
- 3Tell Notis to summarize the supplied findings and comment on the CentralStationCRM entity identified in the request.
- 4Pick the Notis webhook trigger and select where run reports should go.
- 5Test with one real record reference and verify the comment appears on the intended entity.
Questions about this workflow
What does the request need to identify?
Provide the target entity reference and the AgentQL findings. Notis cannot safely select a record that the request does not identify.
Can Notis summarize the findings first?
Yes. Tell Notis what concise summary to write, using only the research supplied 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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