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Notis

Keep Company Records Current From Ably

Pass verified organization changes from Ably to Notis so the matching company record stays useful in CentralstationCRM.

Trigger

Webhook received

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

Action

Update Company

Tool to update an existing company by id. use after retrieving the company's details when you need to modify one or more fields.

Why this helps

Company details shared during a conversation can be missed when updates depend on someone returning to the CRM later.

  • Record organization changes while context is available
  • Keep company records aligned with verified information
  • Reduce follow-up admin after conversations

Setup

Build it in a few focused steps.

  • 1Connect Ably and CentralstationCRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for company updates.
  • 3Tell Notis in one instruction how to identify the company and apply verified changes from the Ably message.
  • 4Choose the webhook trigger and select a report destination.
  • 5Test with one real company update and review the record.

Questions about this workflow

What kind of updates can this handle?

Use it for changes supported by the CentralstationCRM company update action. Include the company identity and verified change in the request.

What if the message mentions more than one company?

Describe how Notis should handle multiple possible matches in the instruction, and include enough context to identify the intended company.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Centralstationcrm. A trigger fires from one place; an action lands in another.

Ably 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.

Ably and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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