Attach a processed document to a CRM record
Keep a processed document with the CRM record it belongs to. Send Notis the file content and target details, then create an attachment in Centralstationcrm.
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
A useful processed document can remain disconnected from the person, company, or deal that needs it for follow-up.
- Keep a supplied file attached to the relevant CRM work.
- Reduce context switching between document storage and CRM records.
- Make the target explicit before creating the attachment.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Centralstationcrm once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an attachment for the specified CRM record using the supplied base64 file content and available attachment details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real file and a confirmed target record, then review the attachment.
Questions about this workflow
Does Affinda automatically send a file to this workflow?
No Affinda trigger event is listed. A webhook request must provide the file content and record details.
What file format does the attachment action require?
The supplied description specifies base64-encoded file content. Confirm the target record details are available before running.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Centralstationcrm. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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