Bring contact-specific CRM fields into view
Surface useful person-specific details from the CRM when a known contact emails you.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Person Custom Fields
Tool to retrieve all custom fields for a specific person. use when you need to access a person's custom fields after confirming their id.
Why this helps
Important context stored in custom fields can be easy to overlook while reading a busy inbox.
- Retrieve custom fields for a matched person
- Bring relevant CRM context into run reports
- Reduce manual contact record checks
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 sender as a CentralstationCRM person and retrieve their custom fields when a clear match exists.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with an email from a contact whose CRM record has custom fields.
Questions about this workflow
Will it retrieve fields for an unknown sender?
No. It should first find a matching person and report when no clear match exists.
Does it change custom fields?
No. This action retrieves custom fields for a person.
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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No card. Works with personal or business Centralstationcrm.