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Notis

Review CRM Email Volume Alongside Agiled Lead Work

See a simple email volume signal next to the lead and client work you are managing.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Count External Emails

Retrieve the total count of external emails.

Why this helps

Communication workload can be hard to gauge when customer work and CRM activity are checked separately.

  • Include a CRM email volume signal in a regular review.
  • See the total alongside available lead work context.
  • Keep the review lightweight and repeatable.

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 email volume review.
  • 3Tell Notis to retrieve the CentralStationCRM external email total and report it alongside available Agiled lead work, clearly labeling the count's scope.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Run once and confirm the report distinguishes the total from any Agiled context.

Questions about this workflow

Does this show who received each email?

No. The action returns the total amount of external emails, not message details.

Can I get a count for one customer instead?

Yes. Use a supported person, company, deal, or project-specific count action when you have the corresponding record scope.

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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