Keep CRM changes available to your campaign attribution process
Set up a CRM change hook so an intermediary can pass relevant updates into a Notis workflow alongside AimTell campaign context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Hook
Create a hook for automatic notifications when records are created, updated, or deleted.
Why this helps
Campaign and customer updates can diverge when changes in the CRM never reach the process reviewing campaign attribution.
- Make supported CRM changes available to a follow-on workflow
- Reduce manual checks when reconciling campaign and customer context
- Use Notis reports to see whether incoming updates were processed
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM and AimTell in Notis once.
- 2Create an automation for the CRM changes your attribution process needs.
- 3Tell Notis to create a CentralStationCRM hook for the supported record changes and have your configured intermediary forward relevant updates to the Notis webhook.
- 4Pick the Notis webhook trigger for the forwarded update and choose where run reports should go.
- 5Send one real change through the configured route and review the result.
Questions about this workflow
Does creating the hook automatically update AimTell?
No. This CentralStationCRM action creates a hook. A configured intermediary must forward relevant updates to the Notis webhook, where the workflow can use the received context.
Which CRM records can the hook cover?
The action description supports Person, Company, Deal, and Project create, update, or destroy events. Configure only the event coverage your connected workflow needs.
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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