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Notis

Log a candidate opportunity as a CRM deal

Capture a candidate opportunity while the resume is in front of you. Send the available Affinda data to Notis and create a deal for your team to follow up.

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

Potential staffing or recruiting opportunities can disappear into resume files when no one turns them into a trackable CRM item.

  • Give a qualifying candidate opportunity a trackable CRM record.
  • Keep follow-up visible alongside other sales work.
  • Use only opportunity details supplied in the request.

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 when the supplied resume data describes an opportunity, create a Centralstationcrm deal using available details, and report missing deal information.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real opportunity example and review the deal.

Questions about this workflow

Does every resume become a deal?

No. The instruction should define what counts as an opportunity, and Notis should skip resumes that do not meet that user-provided condition.

Can the deal be linked to a company or person automatically?

The listed deal action creates a deal, but the context does not specify linking behavior or required fields. Confirm the result using a real example.

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.

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.

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

When this happens · Trigger

Do this · Action

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