Add Qualified Agiled Leads with Their Contact Details
Capture a qualified lead and the contact details already included with it in one CRM record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
A contact can reach the CRM without the email or phone details needed to follow up promptly.
- Keep supplied contact details with the new person record.
- Avoid splitting a qualified lead's information across separate manual steps.
- Make the CRM record more useful for the next 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 name it for qualified lead intake.
- 3Tell Notis to create a CentralStationCRM person with the contact details present in each incoming Agiled webhook, and report missing details rather than guessing.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified lead and review the resulting person record.
Questions about this workflow
Does this create a person and supplied details together?
Yes. It uses the CentralStationCRM action for creating a person with nested attributes, so Notis can include contact details present in the incoming information.
What if the lead lacks an email or phone?
Tell Notis to create only what the available data supports and report missing details for follow-up.
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.
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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Retrieve the activity count for a record, account, or user.
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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.
Agiled and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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