Move qualified opportunities into your CRM
Send opportunity details to Notis and turn a sufficiently complete submission into a CRM deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal
Creates a new sales deal.
Why this helps
Potential sales opportunities sit in notes and forms while someone decides whether and how to record them.
- Review opportunity details against criteria you provide.
- Create a deal when the submitted information meets your stated threshold.
- Keep incomplete submissions from being treated as fully qualified.
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 what qualifies an opportunity and to create a CentralStationCRM deal using only the submitted facts when those criteria are met.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real opportunity submission.
Questions about this workflow
How does it know what is qualified?
Include your qualification criteria in the automation instruction. Ai ml api can analyze the submitted details against them.
What if deal details are missing?
Tell Notis to skip deal creation and report which required information was missing.
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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