Keep customer activity volume in view during campaign operations
See the current protocol total beside your campaign operations notes to keep customer activity visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Count Protocols
Retrieve the total number of protocols in the account.
Why this helps
Campaign metrics can dominate review time while the volume of related CRM activity goes unnoticed.
- Get a current protocol total on a recurring schedule
- Add a simple activity indicator to campaign operations review
- Avoid inferring campaign causality from an account-wide count
Setup
Build it in a few focused steps.
- 1Connect AimTell and CentralStationCRM in Notis once.
- 2Create a scheduled automation for campaign operations reporting.
- 3Tell Notis to retrieve the protocol count and present it alongside available AimTell context without claiming the count is campaign-specific.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once and confirm the report clearly distinguishes totals from campaign-specific data.
Questions about this workflow
Is the protocol count limited to AimTell-related records?
No. The action retrieves the total number of protocols in the account. Use a more specific data source if campaign-level activity is required.
Can this tell whether a campaign caused CRM activity?
No. A count alone does not establish attribution or causality.
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.
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.
AimTell and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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