Move an Affinity organization into CentralStationCRM
When an organization becomes relevant to customer operations, ask Notis to find it in Affinity and create its company record in CentralStationCRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Why this helps
Company context is hard to use when it stays in the CRM your team is not working from.
- Avoid re-entering available organization details.
- Create a CentralStationCRM company when a relationship becomes operationally relevant.
- Receive a report if the source record lacks information needed for creation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, tell Notis to identify the submitted organization in Affinity and create a CentralStationCRM company from available details.
- 4Pick the webhook trigger and set a report channel.
- 5Test using one real organization and verify the company record.
Questions about this workflow
Does this workflow create related people too?
No. This workflow creates a company record. Create a separate workflow if you want to handle people records.
Does it automatically detect new organizations in Affinity?
No. Affinity has no trigger events listed here. A Notis webhook request starts this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Centralstationcrm. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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