Keep a recurring count of a CRM contact segment
Track the size of a contact segment you care about with a recurring count using CentralStationCRM's supported filters.
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
Segment size checks can get buried when they require repeating the same CRM filtering steps by hand.
- Track a supported contact segment over time
- Reduce repeated manual filtering
- Receive the count in a scheduled run report
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.
- 3Specify the tag or supported filter and ask Notis to report the matching people count.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test with a real tag or filter and verify the returned count.
Questions about this workflow
Which filters are supported?
The listed action supports filtering by tag ID, tag name, or custom filter expressions. Use a valid value for the chosen filter.
Does it return the matching people records?
This action returns a count. It is intended for checking segment size, not listing contact details.
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.
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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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