Keep the CRM contact total easy to check
Get a simple recurring count of people in CentralStationCRM without adding another manual check to your day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count People
Why this helps
Even a quick account metric can go unchecked when it depends on remembering to navigate to the CRM.
- Automate a simple recurring account check
- Receive the current people total in a run report
- Establish a baseline for later comparisons
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to retrieve the total number of people in the account and report the count.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test once and check the reported total.
Questions about this workflow
Can I count only people with a certain tag?
This action returns the account-wide people total. Use the filtered people count action for supported tags or filters.
Can I compare this count with last week?
Yes, if a previous count is available as a baseline. The action itself returns the current total.
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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