Make a regular contact review easier to start
Schedule a CRM people review and let Notis turn the returned list into a readable summary for your report channel.
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
Contact records accumulate quietly when reviewing the CRM feels like a separate project.
- Create a recurring moment to review contacts
- Get a readable summary from returned records
- Reduce the effort of starting a CRM review
Setup
Build it in a few focused steps.
- 1Connect 2chat and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the intended outcome.
- 3Ask Notis to retrieve the available people records and summarize the returned information for review.
- 4Choose a recurring Notis cron trigger and the report destination.
- 5Test once and confirm the summary reflects the list returned.
Questions about this workflow
Does this identify outdated contacts automatically?
Only if the returned records include the information needed to define outdated and you provide that rule. Otherwise, it can summarize the available list.
Does it return every contact?
The action supports pagination. The request and action behavior determine which pages are retrieved, so the summary should describe the data actually returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Centralstationcrm. A trigger fires from one place; an action lands in another.
2chat 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.
2chat 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.