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Notis

Bring Agile CRM account details into CentralStationCRM

Give each organization handoff a clear home in CentralStationCRM, using the company information in the incoming payload.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Company

Why this helps

Organization details scattered across CRM records make it harder to keep account work organized.

  • Create an organization record from incoming account details.
  • Give related contacts and deals a company record to link to later.
  • Avoid recreating company basics manually.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and CentralStationCRM once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to create a CentralStationCRM company from each incoming Agile CRM account payload.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Send one real account payload and confirm the company record.

Questions about this workflow

What starts the automation?

A request containing Agile CRM account details starts it at the Notis webhook. No Agile CRM event trigger is listed.

Does this workflow also link contacts to the company?

The selected action creates a company. Linkage is not included in this action, so do not assume contacts are associated automatically.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Centralstationcrm. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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