Bring recurring CRM questions to you
Ask the same useful CRM question on a schedule and get the matching records ready for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Records
Searches records and returns matching results.
Why this helps
Repeatedly looking up the same CRM information turns small follow-ups into recurring mental overhead.
- Automate a repeatable records lookup
- Receive matching records in your report channel
- Reduce repeated manual searching
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe: search CentralstationCRM records for the specified recurring criteria and summarize the matches returned.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run using your search criteria.
Questions about this workflow
What criteria can I search?
Use criteria supported by Search Records and describe the records you want Notis to find.
Can it detect records that changed since last week?
Only if the action returns the needed change information or you supply a baseline for Notis to compare.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Centralstationcrm. A trigger fires from one place; an action lands in another.
Abstract triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Count Attachments
Create Deal
Creates a new sales deal.
Count Avatars
Count Companies External Emails
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Connect any two apps with Notis in the middle.
Abstract 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.