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Notis

Keep the right WhatsApp number on the right contact

When a contact shares or confirms a number in chat, let Notis find the person and add the number to their CentralstationCRM record.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Person Contact Detail

Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.

Why this helps

A useful number in a conversation can remain trapped in chat or end up attached to the wrong person.

  • Keep contact details with the person they belong to
  • Avoid retyping phone numbers
  • Use an existing CRM record as the destination

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 the outcome to Notis in plain language.
  • 3In one instruction, ask Notis to identify the matching person from supplied details and add the confirmed WhatsApp number as a contact detail.
  • 4Choose a Notis webhook trigger and select where run reports should go.
  • 5Test with one real example where the person can be identified confidently.

Questions about this workflow

Does this create a person if none matches?

This workflow adds a contact detail to a specific person, so the matching person must be found first. If no reliable match exists, have Notis report that instead of attaching the number.

What information helps identify the person?

Provide a reliable identifier such as the person's name or email alongside the WhatsApp number.

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.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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?"

ActionInstant

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.

ActionInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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