Keep contact records current from email updates
When someone shares a changed detail, let Notis find their person record and update the CRM with the information they supplied.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Person
Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.
Why this helps
Contact changes get lost in long threads, leaving your CRM with outdated information.
- Notice explicitly shared contact changes
- Update an existing person record
- Keep the source email context close to the CRM update
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 and update their CentralstationCRM person only when the email clearly states a changed detail.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real email that explicitly gives an updated contact detail.
Questions about this workflow
Will it infer missing contact information?
Tell Notis to update only details the sender explicitly states and report anything uncertain.
What if the sender is not in the CRM?
The automation can report that no matching person was found rather than updating the wrong record.
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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