Log qualified 7shifts opportunities as CRM deals
Capture promising opportunities while the context is still fresh and visible to your team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Opportunities mentioned during restaurant operations can be forgotten before anyone logs them in the CRM.
- Capture opportunities promptly
- Give follow-up work a visible CRM home
- Reduce forgotten handoffs from operations
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Centralstationcrm in Notis once.
- 2Create an automation named Log 7shifts opportunity as a deal.
- 3Tell Notis: When a qualified opportunity arrives in the 7shifts payload, create a Centralstationcrm deal with the available context and report what was logged.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real qualified opportunity and confirm the deal.
Questions about this workflow
What counts as qualified?
Define qualification in the plain-language instruction, such as a confirmed expansion or partner opportunity.
Can it link the deal to an existing company?
Provide the company identity in the payload and instruct Notis to use it when creating the deal.
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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