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Notis

Put meeting-ready prospects on the CRM calendar

Turn a confirmed meeting plan into a CRM calendar event with less manual handoff.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Calendar Event

Create a calendar event for a meeting, appointment, or other scheduled activity.

Why this helps

Meeting details can sit in prospecting notes while the founder is expected to remember to schedule the CRM event.

  • Create a calendar event from supplied meeting details
  • Keep a prospect meeting visible in the CRM
  • Reduce missed scheduling follow-through

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and CentralStationCRM once in Notis.
  • 2Create an automation for confirmed prospect meetings.
  • 3Tell Notis to create a calendar event only when the payload contains the confirmed time and event details.
  • 4Select the webhook trigger and a report channel.
  • 5Test with one real meeting payload.

Questions about this workflow

Does the workflow choose a meeting time?

No. The payload must contain the meeting time and other details required by the calendar event action.

Can it schedule tentative meetings?

You can instruct it to act only on confirmed meeting details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Centralstationcrm. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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