Check the CRM people directory from your inbox
Find useful people context related to a new message without opening a separate directory view.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Persons
Tool to retrieve a paginated list of all people. use when listing contacts with pagination and optional includes.
Why this helps
Looking through a large contact directory takes attention away from the conversation that needs a reply.
- Retrieve people records from the CRM directory
- Summarize relevant entries in the run report
- Keep contact research close to inbox work
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 retrieve CentralstationCRM people records and use email details to summarize relevant matches, reporting when it cannot identify a useful match.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test with one real email that relates to a person in your CRM.
Questions about this workflow
Does it retrieve every person in the account?
The action retrieves a paginated people list. Ask Notis to summarize only entries relevant to the message.
Does this create or edit records?
No. This workflow retrieves people records for context.
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.