See saved assistant contacts for an email sender
Keep a contact's assistant details close at hand when a new message arrives from that person.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Person Assis
Tool to retrieve all assistant entries for a specific person. use after confirming the person id. example: "list assistants for person with id 42."
Why this helps
You can miss the right coordination path when assistant details are recorded in a separate CRM section.
- Retrieve saved assistant entries for a matched person
- Include coordination context in the run report
- Reduce extra CRM lookups
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis to find the email sender in CentralstationCRM and retrieve their assistant entries when the person match is clear.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with an email from a person whose CRM record includes an assistant.
Questions about this workflow
Will it create an assistant entry?
No. This workflow retrieves existing assistant entries for the matched person.
What if there are no assistants recorded?
Notis can report that no assistant entries were found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agent mail triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
New Email Received
Trigger for new emails in an AgentMail inbox
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Agent mail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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