Find the CRM record a conversation is referring to
When a WhatsApp message mentions a customer or record, send its identifying details to Notis and get relevant CentralstationCRM matches.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Records
Search records
Why this helps
Finding the right record manually breaks the flow of a fast-moving customer conversation.
- Bring record lookup closer to the conversation
- Reduce time spent searching across the CRM
- Review matches before taking the next step
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 explain the outcome to Notis in plain language.
- 3In one instruction, ask Notis to search CentralstationCRM using names or other identifying details in the webhook request and report relevant matches.
- 4Choose a Notis webhook trigger and choose where run reports should go.
- 5Test with one real message that clearly references a CRM record.
Questions about this workflow
What kinds of records can it find?
The Search Records action searches CentralstationCRM records. Which records and criteria work depends on the action's available search behavior.
Will it change any records?
No. This workflow searches and reports results without changing them.
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.
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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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