Turn business inquiries into company records
Keep organization details from new inquiries out of temporary notes and in CentralStationCRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Why this helps
Company information is easy to lose when inquiries mention an organization without a clear place to record it.
- Identify organization details in submitted inquiry text.
- Create a company record from supplied information.
- Keep company intake consistent and easier to review.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Centralstationcrm once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to extract organization details from each inquiry and create a CentralStationCRM company using only supplied facts.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real business inquiry.
Questions about this workflow
Can the workflow infer missing company details?
It can analyze supplied content, but details that are not present should be treated as missing. Tell Notis not to invent them.
Can it also create a contact?
This workflow creates a company record. A separate workflow can handle person creation when that outcome is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Centralstationcrm. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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