Know who is messaging before you pick up the thread
Pass the available identity clues from a chat to Notis and search CentralstationCRM for a likely matching person.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
You lose time switching between chat and CRM just to figure out who is already in your pipeline.
- Find existing contacts without a manual CRM detour
- Reduce duplicate record creation
- Bring relevant identity context into the conversation
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 desired outcome.
- 3Ask Notis to search people using the identity clues supplied by the request and report likely matches for review.
- 4Choose a Notis webhook trigger and select a destination for run reports.
- 5Test with one real conversation and verify the match against CentralstationCRM.
Questions about this workflow
Does this update the matching contact?
No. It searches for people and reports matching records. Use a separate workflow for record updates.
Can the search identify someone from a phone number alone?
It can use the supplied search criteria, but matching reliability depends on what CentralstationCRM contains and the criteria supported by the action.
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.