Find the right CRM person for every 7shifts follow-up
Give your team a dependable contact match before a restaurant issue turns into a dropped follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
Teams lose time when they are unsure which CRM contact belongs to a 7shifts update.
- Reduce contact lookup time
- Give operators a clear person match
- Avoid creating unnecessary duplicate records
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Centralstationcrm in Notis once.
- 2Create an automation named Match 7shifts follow-up contact.
- 3Tell Notis: Search Centralstationcrm for the person matching the incoming 7shifts details and report the best match with any ambiguity.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real payload and confirm the returned match.
Questions about this workflow
What details can Notis use to search?
Provide the identifying details available in the webhook, such as a name, email, or phone number.
What if several people match?
Tell Notis to report the candidates and ask for confirmation before any later CRM update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Centralstationcrm. A trigger fires from one place; an action lands in another.
7shifts 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?"
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.
7shifts and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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