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Notis

Create CentralStationCRM Contacts from Agiled Leads

Move a lead into your contact list as soon as it is ready for a human follow-up.

Trigger

Webhook received

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

Action

Create Person

Why this helps

Copying lead details between project and CRM tools makes it easy to lose a promising contact or delay outreach.

  • Capture new leads without retyping their details.
  • Keep contact creation tied to an explicit lead-ready signal.
  • Reduce delay between lead intake and follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and CentralStationCRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to create a CentralStationCRM person from the lead details in each incoming Agiled webhook, and avoid creating a duplicate when the information identifies an existing person.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real lead and confirm the person appears in CentralStationCRM.

Questions about this workflow

What starts this automation?

An HTTP request to the Notis webhook starts it. Configure the Agiled-side process or caller to send a request when a lead is ready.

Will it deduplicate contacts?

Instruct Notis to check available contact details for a match before creating a person. If the available information cannot distinguish a match, have it report for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agiled 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.

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

When this happens · Trigger

Do this · Action

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