Keep parsed client updates with CRM records
Put useful updates from documents and emails where the team already looks for customer context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Comment
Add a comment to an existing CRM record.
Why this helps
Important customer updates can remain buried in source documents instead of reaching the CRM record.
- Add extracted context to a relevant CRM record.
- Reduce the chance that a customer update stays in an inbox.
- Make follow-up context easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Airparser and CentralStationCRM once in the Notis portal.
- 2Create an automation and describe which parsed updates should become CRM comments.
- 3Choose the webhook trigger that receives the update and record context.
- 4Choose where run reports should go.
- 5Test with one real update.
Questions about this workflow
Can this add a comment to any record?
The action creates a comment on a supported entity. Provide the correct record context in the parsed payload.
Does the workflow find the record automatically?
The listed action creates a comment; make sure the relevant record identifier or context is supplied for the action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Centralstationcrm. A trigger fires from one place; an action lands in another.
Airparser 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.
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Retrieve the activity count for a record, account, or user.
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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.
Airparser and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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