Keep CRM protocol volume in view
Add one clear measure of CRM activity to your recurring research review.
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
Operational reviews can miss the amount of protocol activity in the CRM when checking it requires a separate manual query.
- Retrieve the current total number of protocols in the account.
- Include a simple operational metric in a scheduled review.
- Bring supplied Airtop context into the same run report.
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 protocol review.
- 3Tell Notis to report the current protocol count alongside Airtop research supplied for the run.
- 4Select a Notis cron trigger, set the schedule, and choose the report channel.
- 5Test with one real run and review the returned count and context.
Questions about this workflow
Does the protocol count show whether activity increased?
It returns the current total only. To compare with a prior count, provide that baseline in the run.
Does the schedule make Airtop run too?
No Airtop trigger events are listed. The Notis schedule starts the automation, and Airtop findings must be supplied for the run.
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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