Keep parsed source documents with CRM records
Keep the original file close to the CRM record created from it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Attachments
Create an attachment on a CRM record.
Why this helps
Parsed details are useful, but finding the original document later can mean searching through old emails and folders.
- Attach a source file to a CRM record.
- Keep evidence and extracted details together.
- Make later context retrieval more direct.
Setup
Build it in a few focused steps.
- 1Connect Airparser and CentralStationCRM once in the Notis portal.
- 2Create an automation and describe which parsed source files should be attached to records.
- 3Choose the webhook trigger that receives the file and record context.
- 4Choose where run reports should go.
- 5Test with one real file and record.
Questions about this workflow
Can the attachment action upload a file?
Yes. The action accepts a Base64-encoded file and attaches it to supported records.
What should the webhook send?
Send the file content in the format required by the attachment action and identify the intended record in the prompt and payload.
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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