Look Up CRM Records Without Leaving Ably
Send a customer lookup request from Ably and let Notis search CentralstationCRM records for relevant context.
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
Context switching to find customer records makes quick questions feel like a research task.
- Start a record search from the conversation
- Bring CRM context closer to the question
- Reduce manual searching across customer records
Setup
Build it in a few focused steps.
- 1Connect Ably and CentralstationCRM once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for record lookup.
- 3In one instruction, tell Notis what records to search for based on the Ably request.
- 4Select the webhook trigger and choose where run reports should go.
- 5Send one real search request and review the results.
Questions about this workflow
What can this search find?
The available action is Search Records. Specify the record and customer context you need in your instruction and request.
Can it return information that is not in CentralstationCRM?
No. Notis can analyze returned CRM data, but information not provided by the search or the request must be supplied separately.
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.
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.
Ably and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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