Carry submitted files into CentralStationCRM
When a CMS experience collects a file for a customer record, send the file details to Notis to create a CRM attachment.
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
Files collected alongside an inquiry can be left in a separate system, detached from the record the team needs.
- Keep submitted files with relevant CRM records
- Reduce manual file handling
- Use the provided file content and record reference
Setup
Build it in a few focused steps.
- 1Connect Agility CMS 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 create an attachment for the intended CRM record using the supplied Base64-encoded file.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real file and a confirmed record reference.
Questions about this workflow
What file format does this action require?
The listed action requires Base64-encoded file content. The request also needs enough information to identify the intended CRM record.
Can it attach a file without a record reference?
The action attaches files to records such as people, companies, or deals. Provide the intended record reference in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Centralstationcrm. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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