Make important website changes visible in your pipeline
Catch meaningful changes on monitored sites and turn the ones worth pursuing into CRM opportunities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Deal
Creates a new sales deal.
Why this helps
Useful changes on customer or prospect websites can go unnoticed until the moment to act has passed.
- Surface changes worth discussing with a prospect or customer.
- Create a concrete opportunity record for follow-up.
- Avoid filling the pipeline with routine or irrelevant page updates.
Setup
Build it in a few focused steps.
- 1Connect Agenty and CentralStationCRM to Notis once.
- 2Create an automation in Notis and describe how to identify a relevant change and record it as a deal.
- 3Choose a recurring Notis schedule and choose where run reports should go.
- 4Test with one real monitoring result and review the created deal.
Questions about this workflow
Can this run from an Agenty change event?
No Agenty trigger events are listed. Use a Notis cron schedule to review monitoring results.
Can Notis decide whether a change is worth a deal?
Yes, if you describe your criteria. Provide any business context or thresholds Agenty does not return, and ask Notis to skip changes that do not meet them.
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.
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.
Agenty and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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