Capture lead details in one CRM contact
Send an Acculynx lead request to Notis and create a CentralStationCRM person with the contact information included in that request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
Entering a lead first and then adding its phone or other contact details creates extra steps where information can be missed.
- Create the person and supported nested details together.
- Cut down on repeated contact entry.
- Keep the information supplied with a lead request in one CRM record.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for complete lead intake.
- 3Tell Notis to create a CentralStationCRM person with the available nested contact details from the request.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real request containing contact details.
Questions about this workflow
What details can be included?
The action supports nested attributes such as contact details, custom fields, or other supported person data supplied in the request.
Does it discover missing information?
No. The workflow can use details included in the incoming request; missing details must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Centralstationcrm. A trigger fires from one place; an action lands in another.
Acculynx 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.
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Retrieve the activity count for a record, account, or user.
Count Attachments
Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
Acculynx and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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