Track a filtered group of people in CentralStationCRM
Get a recurring count for a specific tagged or filtered group so it is easier to review consistently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count People with Filters
Count people matching the selected filters.
Why this helps
Manually counting a particular group of contacts adds friction to routine follow-up and account reviews.
- Count people using a supported tag or filter.
- Keep a recurring eye on a defined contact group.
- Include a focused metric in a scheduled report.
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, specify the supported tag or filter and ask Notis to report the matching people count.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Run one real example and verify that the count reflects the intended filter.
Questions about this workflow
Can I count people with a tag?
Yes. The action supports filtering by tag ID, tag name, or custom filter expressions.
Will Notis choose a filter for me?
Specify the tag or filter in your instruction. Notis should not assume which group you want counted.
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.
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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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