Capture installation organizations in your CRM
Send an installation notice containing an organization name to Notis and create a CentralStationCRM company record. Include a domain or contact details in the request if you want Notis to use them; they are not inferred from Adafruit IO.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Why this helps
Installation details often live in device project notes instead of the CRM where customer relationships are managed.
- Capture an organization when an installation is reported
- Keep installation intake in the CRM workflow
- Avoid retyping organization details
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to create a company from each installation notice and use only details provided in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real installation notice to test the workflow.
Questions about this workflow
What data should the webhook include?
Include the company name and any additional details you want used. The available trigger inventory does not specify an installation event or fields.
Can this create a contact too?
This workflow creates a company record. Creating a person requires a separate action and person details in the request.
Does it detect installations directly from Adafruit IO?
No Adafruit IO trigger events are listed. An external tool or custom backend must send the installation notice to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Centralstationcrm. A trigger fires from one place; an action lands in another.
Adafruit IO 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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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.
Adafruit IO and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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