Move signed proposals into your CRM
A signed proposal should move the opportunity forward without another round of copy and paste. Send its details to Notis and create a deal in CentralStationCRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal
Creates a new sales deal.
Why this helps
Signed proposals can sit outside the CRM while someone finds time to enter the opportunity details.
- Capture confirmed opportunity details promptly.
- Reduce manual re-entry after a signature.
- Keep the proposal handoff focused on the sales decision.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a CentralStationCRM deal from the confirmed opportunity details in each signed proposal request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real signed-proposal example to the webhook and review the result.
Questions about this workflow
Does ActiveMerge provide the trigger for this workflow?
No ActiveMerge trigger event is listed. Notis starts this workflow when an HTTP request reaches its webhook, such as a request from a system that knows the signed proposal is ready.
What deal fields will Notis use?
Describe the details to use in your instruction. If a required deal value is absent from the request or proposal data, supply it or have Notis report that it is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Centralstationcrm. A trigger fires from one place; an action lands in another.
ActiveMerge 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
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.
ActiveMerge and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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