Record important 7shifts milestones in your CRM
Keep meaningful dates attached to the right person so they remain visible when follow-up matters.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Person Historic Event
Tool to create a new historic event for a specific person. use after confirming person id to record dates like birthdays, anniversaries, or other milestones.
Why this helps
Milestones shared in operations channels are easy to forget when they never reach the CRM record.
- Preserve important dates in context
- Give future follow-up better history
- Reduce reliance on scattered notes
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Centralstationcrm in Notis once.
- 2Create an automation named Record 7shifts milestone.
- 3Tell Notis: Confirm the Centralstationcrm person, create a historic event for the milestone in the 7shifts payload, and report the entry.
- 4Choose the Notis webhook trigger and a report destination.
- 5Test with one real milestone and verify the person's history.
Questions about this workflow
What kind of milestones can be recorded?
Use this for dates such as birthdays, anniversaries, or other meaningful historic events supplied by the payload.
Can Notis guess the event date?
Provide the date in the payload or instruction; otherwise have Notis report that it is missing.
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?"
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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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No card. Works with personal or business Centralstationcrm.