Make useful research findings ready for follow-up
A scheduled review can turn accumulated research into a short list of people ready for your next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Person
Why this helps
Research findings pile up across sessions, leaving useful people buried in results instead of ready for follow-up.
- Review findings in batches instead of reopening sites one by one.
- Apply consistent lead criteria before creating a record.
- Keep follow-up focused on people with enough verified details.
Setup
Build it in a few focused steps.
- 1Connect Agenty and CentralStationCRM to Notis once.
- 2Create an automation in Notis and state your lead criteria and contact creation outcome.
- 3Choose a recurring Notis schedule and choose where run reports should go.
- 4Test with one real Agenty result and verify the person record.
Questions about this workflow
Does the schedule trigger come from Agenty?
No. The workflow uses a Notis cron schedule because no Agenty trigger events are available.
What if the lead criteria require information Agenty does not return?
Provide that context yourself or have Notis flag the result for review instead of creating a contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agenty 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.
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Connect any two apps with Notis in the middle.
Agenty and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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