Review CRM deals during weekly restaurant planning
See the deals that need operational attention before the week gets busy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Tool to retrieve a paginated list of all deals. use when you need to list deals with pagination and optional includes (e.g., companies, tags) or additional methods.
Why this helps
Important opportunities can disappear when operations planning and CRM review happen separately.
- Surface deals needing operational support
- Reduce context switching between planning and CRM
- Start weekly reviews with a concise summary
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Centralstationcrm in Notis once.
- 2Create an automation named Weekly deal review for operations.
- 3Tell Notis: Retrieve the relevant Centralstationcrm deals and summarize the decisions or follow-up needed for this week's 7shifts operations.
- 4Choose a recurring schedule and report channel.
- 5Test with one real review and adjust the instruction for your planning rhythm.
Questions about this workflow
Can Notis include company or tag details?
Action 3151 supports optional includes; describe the context you need in the instruction.
Does this update deals?
No. This workflow retrieves and summarizes deals for planning.
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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No card. Works with personal or business Centralstationcrm.