Keep signed documents with CRM records
Put completed paperwork alongside the people, companies, or deals it belongs to, using a webhook request that includes the file content and record context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Attachments
Create an attachment on a CRM record.
Why this helps
Signed documents can be separated from the CRM records people need when reviewing a customer relationship.
- Keep a provided document close to its CRM context.
- Reduce manual file handling after document completion.
- Use the request context to identify the intended record.
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 attach the provided base64-encoded document to the specified CentralStationCRM record, and to flag missing file or record details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real document request with a confirmed record and review the attachment.
Questions about this workflow
What does the request need to include?
The attachment action requires base64-encoded file content and the target record context. Provide those details in the webhook request or document context.
Can this run on an ActiveMerge event directly?
ActiveMerge has no listed trigger events in this package. The workflow starts when an HTTP request reaches the Notis webhook.
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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