Review your people data every week
Start the week with a clear view of contact growth and account health.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Stats People
Tool to retrieve key statistics about people. use when you need a quick summary of total entries, e.g., after filtering by tag or custom criteria.
Why this helps
Founders postpone CRM reporting because collecting basic statistics takes too much effort.
- Creates a reliable review rhythm
- Reduces manual reporting
- Highlights unusual changes
Setup
Build it in a few focused steps.
- 1Connect CentralStationCRM in Notis once.
- 2Create a scheduled automation asking Notis to retrieve people statistics and summarize notable changes.
- 3Pick a recurring Notis cron schedule.
- 4Choose where the weekly report should go.
- 5Run one test execution and review the summary.
Questions about this workflow
What statistics are available?
The workflow uses the CentralStationCRM people statistics action and summarizes the values it returns.
Can I change the cadence?
Yes. Choose the recurring schedule that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Centralstationcrm. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Timelinesai and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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