Make deal review easier with recurring research context
Bring current deal records and Airtop research together at a rhythm that fits your sales review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Why this helps
Pipeline reviews often happen without current research context because gathering browser findings and checking each deal takes too much setup.
- Review CRM deals on a recurring cadence without rebuilding the workflow each time.
- Compare deals with research provided for the run.
- Receive a summary of relevant matches for pipeline discussion.
Setup
Build it in a few focused steps.
- 1Connect Airtop and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the recurring review.
- 3Tell Notis to retrieve CentralStationCRM deals and compare them with Airtop findings supplied for the run.
- 4Choose a Notis cron trigger, set the schedule, and select a report channel.
- 5Test once with real deal and research information and review the report.
Questions about this workflow
Does Airtop run automatically on the schedule?
Airtop has no trigger events listed for this package. The schedule starts the Notis automation; the research it reviews must be supplied for the run.
Can the workflow compare with old research?
Only if that research is included in the run or otherwise made available to Notis. The listed deal action does not provide Airtop history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Centralstationcrm. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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