Capture the organization behind a WhatsApp inquiry
When a prospective customer shares their organization in a chat, use Notis to create a company record from the facts provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Company details shared casually in chat often never make it into the CRM.
- Keep prospective organizations visible
- Preserve company details from the conversation
- Make later contact and deal organization easier
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 describe your intended result to Notis.
- 3Ask Notis in one instruction to create a company record from organization details included in the webhook request.
- 4Choose a Notis webhook trigger and set the run report destination.
- 5Test with one real inquiry that includes a clear organization name.
Questions about this workflow
Does the automation create a linked contact too?
No. This workflow creates a company record. A person or deal would require a separate instruction and action.
What if the company name is unclear?
Include an instruction to report unclear cases for review rather than creating a record from a guess.
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
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