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Notis

Turn new lead details into a CRM-ready contact

Send a lead once. Notis can summarize what matters and add the person to CentralStationCRM.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Person

Why this helps

New inquiries arrive in scattered forms and messages, so useful context gets lost before anyone follows up.

  • Create a person record from submitted lead details.
  • Keep the prospect's stated needs visible in a concise summary.
  • Reduce manual copying between intake and CRM.

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 lead details and create a CentralStationCRM person with a concise summary.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real lead submission.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Include the lead details you want Notis to analyze.

Does it decide whether a lead is a good fit?

You can ask Ai ml api to assess the details against criteria you provide in the instruction. Notis can then include that assessment in the person record when supported by the submitted data.

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.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

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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