Keep customer handoff documents with CentralStationCRM records
Put a supplied customer document beside the CRM record where your team will need it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Attachments
Create an attachment on a CRM record.
Why this helps
Documents separated from customer records are harder to find during follow-up.
- Attach a supplied file to a CRM record.
- Keep customer documents closer to the related work.
- Reduce time spent searching across handoff channels.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CentralStationCRM once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to attach each incoming base64-encoded file to the CentralStationCRM record identified in the payload.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one supported file payload with a confirmed record reference and verify the attachment.
Questions about this workflow
What file content does the action require?
The action description specifies base64-encoded file content. The webhook payload must include valid encoded content.
Can the workflow choose the record based on the file name?
Do not rely on a file name to identify the destination. Include a confirmed record reference in the payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Retrieve the activity count for a record, account, or user.
Count Attachments
Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
Agile CRM and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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