Make intake details useful from the start
Send intake information to Notis and create a richer person record without retyping every detail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create People
Create a person record with contact details and other associated attributes.
Why this helps
Contact records created from basic forms often lack the context needed to make the first conversation useful.
- Create a person and supported nested details in a single action.
- Summarize submitted context for easier preparation.
- Avoid a separate pass to add contact information.
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 review the intake payload and create a CentralStationCRM person with the available nested details and a concise context summary.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real intake submission.
Questions about this workflow
What information can I send?
Send the contact and intake details available in your submission. Ask Notis to use only supplied information and to leave unknown details unstated.
Why use this instead of creating a person first?
The Create People action supports creating a person with nested attributes in one request, which can reduce follow-up data entry.
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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