Count Tagged CRM Contacts for Your Agiled Lead Review
See whether the CRM segments you use for lead follow-up are growing or need attention.
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
A single overall contact count hides whether the lead segment you care about is keeping up.
- Track the size of selected CRM segments.
- Review the total alongside available Agiled lead context.
- Notice segment changes without repeated manual searches.
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 tagged contact review.
- 3Tell Notis to count CentralStationCRM people matching the specified tag or filter and include relevant Agiled lead context only when available.
- 4Choose a recurring schedule and where run reports should go.
- 5Run once and check the reported filter and count.
Questions about this workflow
How does it know which contacts to count?
Name the relevant tag or filter in your instruction. The action supports tag IDs, tag names, or custom filter expressions.
Can it compare with an Agiled segment?
Only if Notis can access the relevant Agiled information. The report should label unavailable comparison data clearly.
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.
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.
Agiled and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.