Keep Agencyzoom documents with the CRM record
When a file and its record details arrive, attach the document in CentralStationCRM so related work stays together.
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
Policy and account documents are harder to find when they are disconnected from CRM records.
- Keep documents near related records
- Reduce manual file handling
- Make important information easier to find
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Centralstationcrm once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that webhook-supplied base64 file content should be attached to the specified CentralStationCRM record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real file and record.
Questions about this workflow
How should the file be provided?
The attachment action requires base64-encoded file content. Include it and the destination record details in the request.
Can this attach a document to any CRM record?
The action supports attachments to records such as people, companies, or deals. Specify the intended record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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