See campaign-related opportunities during your regular review
Pull current deal context into your campaign check-in so follow-up priorities are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Why this helps
Campaign review and pipeline review often happen separately, making active opportunities easy to miss.
- Bring current deal records into a recurring review
- Highlight possible campaign relationships only when evidence is present
- Surface missing campaign linkage for manual confirmation
Setup
Build it in a few focused steps.
- 1Connect AimTell and CentralStationCRM in Notis once.
- 2Create a scheduled automation for the campaign and pipeline check-in.
- 3Tell Notis to retrieve current deals and summarize only campaign relationships supported by supplied data or clear record context.
- 4Pick a recurring Notis cron schedule and choose where run reports should go.
- 5Run once with a real deal list and campaign context, then review the summary.
Questions about this workflow
Can Notis know which deals came from AimTell automatically?
Only if the available deal data or supplied campaign context supports that link. The workflow should label uncertain attribution rather than assume it.
Does the deals action return every record at once?
The action provides a paginated list. The instruction should review the available pages needed for the intended summary.
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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