Keep Agile CRM opportunities moving into CentralStationCRM
Capture an opportunity at the moment it is handed off, with deal details ready for your next sales review.
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
Opportunities can disappear between systems when someone has to remember to recreate them by hand.
- Create a deal from information in an incoming payload.
- Keep opportunity handoffs visible in the destination CRM.
- Spend less time duplicating sales records.
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 deal from each incoming Agile CRM opportunity payload.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real opportunity payload and verify the resulting deal.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is listed here. The workflow starts when opportunity details are sent to the Notis webhook.
Can the workflow invent missing deal details?
No. Notis can use information supplied in the payload, but any required detail that is missing must be provided before the deal can be created accurately.
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.
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.
Agile CRM and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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