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Notis

Keep campaign context beside the customer record

Put the useful details from a push campaign response where your team already reviews customer work.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Comment

Add a comment to an existing CRM record.

Why this helps

Campaign context scattered across tools makes it harder to understand why a customer is reaching out or what happened before.

  • Keep supplied campaign details near the relevant record
  • Make follow-up easier to understand across the team
  • Avoid creating a comment when no record can be confidently identified

Setup

Build it in a few focused steps.

  • 1Connect AimTell and CentralStationCRM in Notis once.
  • 2Create an automation for campaign context that needs to be retained.
  • 3Tell Notis to add a concise comment to the referenced CRM record using only useful details present in the payload.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real example with a confirmed record reference and review the comment.

Questions about this workflow

Can this find the right CRM record from a campaign name alone?

A campaign name may not identify a person or company. Include a reliable record reference or instruct Notis to skip and report ambiguous cases.

What does the comment include?

It includes only relevant details supplied in the webhook payload, such as campaign context and the response information you want retained.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AimTell to Centralstationcrm. A trigger fires from one place; an action lands in another.

AimTell 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.

AimTell and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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