Review your CRM people before weekly restaurant planning
Start weekly planning with a concise contact list instead of searching through records from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Persons
Tool to retrieve a paginated list of all people. use when listing contacts with pagination and optional includes.
Why this helps
Weekly operations planning gets harder when relevant contacts are scattered across a growing CRM.
- Prepare planning conversations faster
- Surface the people your team needs
- Reduce repeated CRM browsing
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Centralstationcrm in Notis once.
- 2Create an automation named Weekly operations contact review.
- 3Tell Notis: Retrieve the relevant Centralstationcrm people and summarize who needs attention for this week's 7shifts operations, using any criteria I provide.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real weekly review and refine the instruction if needed.
Questions about this workflow
Can Notis decide which people are relevant?
Give the instruction the criteria or context that defines relevance; Notis can then summarize the returned people.
Does this change CRM records?
No. This workflow retrieves and summarizes people with action 3163.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.