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Notis

Keep CRM phone details current after 7shifts changes

Make sure the number your team uses is the number your CRM stores.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Person Contact Detail

Tool to update a specific contact detail of a person by id. use after retrieving the person's contact details to modify one.

Why this helps

Outdated phone details lead to missed calls and repeated attempts to find the right contact route.

  • Reduce failed calls
  • Keep contact routes trustworthy
  • Apply only verified changes

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Centralstationcrm in Notis once.
  • 2Create an automation named Update phone detail from 7shifts.
  • 3Tell Notis: Confirm the person and contact detail ids, apply the verified phone correction, and report the updated detail.
  • 4Choose the Notis webhook trigger and a report channel.
  • 5Test with one real correction and verify the result.

Questions about this workflow

Which ids must be supplied?

Provide the confirmed person id and contact detail id so Notis can update the intended record.

What if the contact detail id is unknown?

Have Notis retrieve the person's contact details first or report that confirmation is required.

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.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

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.

ActionInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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