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Notis

Set Up CRM Record Change Notifications for Agiled Work

Create a CRM notification hook when your Agiled workflow needs to react to record changes.

Trigger

Webhook received

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

Action

Create Hook

Create a hook for automatic notifications when records are created, updated, or deleted.

Why this helps

Without a notification hook, a connected workflow may not know when a CRM record changes.

  • Set up notifications for supported CRM record changes.
  • Reduce the need to check for changes manually.
  • Support workflows that need a change signal.

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 CRM change notifications.
  • 3Tell Notis which supported CentralStationCRM record changes and destination should be used for the hook, based on the supplied Agiled workflow requirements.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real configuration and confirm the hook is created.

Questions about this workflow

Which records can the hook cover?

The action supports create, update, or destroy notifications for Person, Company, Deal, or Project records. Specify the needed event and destination in your instruction.

Does the hook itself update Agiled?

The action creates a CentralStationCRM hook. Any downstream handling of its notifications must be configured in the relevant workflow.

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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