Keep analyzed documents with the records they support
Send document context and file content to Notis, then attach the document to the specified CRM record.
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 and the decisions they inform often end up separated from the customer or opportunity record.
- Analyze document content before attaching it.
- Keep the supplied document with its related CRM record.
- Make document context easier to retrieve alongside customer work.
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 analyze the submitted document and attach its supplied Base64 file content to the specified CentralStationCRM record.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real document and a confirmed record reference.
Questions about this workflow
What file data does this action require?
The action description requires Base64-encoded file content and the record information needed to attach it.
Can the AI create a file that was not supplied?
This workflow analyzes and attaches supplied file content. It does not assume an output file is created.
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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