Turn a researched opportunity into a CRM deal
Capture the next step while the opportunity and its context are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal
Creates a new sales deal.
Why this helps
A promising opportunity can stay buried in research instead of appearing in the pipeline.
- Record opportunities at the moment they are identified.
- Keep sales follow-through visible in the CRM.
- Reduce manual transfer between research and pipeline work.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and CentralStationCRM once in Notis.
- 2Create an automation and name it for opportunity capture.
- 3Tell Notis to create a CentralStationCRM deal from opportunity details supplied in the request.
- 4Pick the Notis webhook trigger and choose a report destination.
- 5Test with one real opportunity and verify the deal record.
Questions about this workflow
Will this workflow decide whether a lead is qualified?
Notis can assess the research you provide, but qualification criteria must be included in your instruction or request.
Does the action automatically associate the deal with a company or person?
Do not assume an association unless the action supports it and the request provides the required identifiers.
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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