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Turn researched next steps into calendar events

Move a time-specific follow-up from research into the calendar you use to manage customer work.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Calendar Event

Create a calendar event for a meeting, appointment, or other scheduled activity.

Why this helps

A follow-up mentioned during research is easy to miss when it never becomes a scheduled event.

  • Make agreed follow-ups visible as calendar events.
  • Carry meeting context from research into the CRM.
  • Reduce the gap between deciding to follow up and scheduling it.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and CentralStationCRM once in Notis.
  • 2Create an automation in Notis and name it for follow-up scheduling.
  • 3Tell Notis to create a calendar event only when the request includes a confirmed date, time, and event details.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real, confirmed appointment and verify its schedule in CentralStationCRM.

Questions about this workflow

Will the workflow infer a meeting time from incomplete research?

It should create an event only when a confirmed date and time are supplied. Do not rely on it to invent scheduling details.

Can this invite attendees?

The selected action creates a calendar event. Attendee creation is a separate action and is not part of this workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Centralstationcrm. A trigger fires from one place; an action lands in another.

Agentql triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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