Create CRM contacts from Agility CMS leads
Capture a lead in your CMS experience and let Notis put the submitted details into CentralStationCRM, ready for follow-up.
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
Leads submitted through a CMS experience can sit outside the CRM while someone has to copy them over by hand.
- Reduce manual copying from CMS submissions
- Keep new contact details in the CRM follow-up workflow
- Use a webhook request as the starting signal
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and CentralStationCRM once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe that each incoming lead request should create a person in CentralStationCRM using the submitted details.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real lead request and review the resulting person.
Questions about this workflow
Does Agility CMS provide the trigger for this workflow?
No Agility CMS trigger event is listed here. A Notis webhook starts the automation when an HTTP request reaches it.
What details can be used to create the person?
Notis can use details present in the incoming request. Supply any information that is not included in that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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