Keep parsed files with deal protocols
Keep proposal and opportunity documents with the protocol that gives them context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal Protocol Attachment
Attach a file to a deal protocol.
Why this helps
Sales documents can get separated from deal discussions, making later review slower.
- Attach source material to a deal protocol.
- Keep sales documents near their CRM context.
- Reduce time spent searching for supporting files.
Setup
Build it in a few focused steps.
- 1Connect Airparser and CentralStationCRM once in the Notis portal.
- 2Create an automation and describe which parsed files should be attached to deal protocols.
- 3Choose the webhook trigger that receives the file and confirmed protocol context.
- 4Choose where run reports should go.
- 5Test with one real file and deal protocol.
Questions about this workflow
What does the action attach to?
It creates an attachment for a specific deal protocol in CentralStationCRM.
What format is required for the file?
The file content must be Base64-encoded, and the relevant deal protocol context must be known.
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.
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.
Airparser and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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