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Notis

Record parsed milestones on contact histories

Keep useful dates with the contact record so they are easier to remember and act on.

Trigger

Webhook received

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

Action

Create Person Historic Event

Records a milestone, such as a birthday or anniversary, for a person.

Why this helps

Milestones found in onboarding forms or correspondence can disappear into notes or inboxes.

  • Record a parsed milestone on a person.
  • Keep important dates attached to contact history.
  • Reduce the need to revisit source documents for dates.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and CentralStationCRM once in the Notis portal.
  • 2Create an automation and describe which extracted milestones should be recorded.
  • 3Choose the webhook trigger that receives the milestone and confirmed person ID.
  • 4Choose where run reports should go.
  • 5Test with one real milestone.

Questions about this workflow

Which milestones can this record?

Use dates such as birthdays or anniversaries when Airparser extracts them and the person is confirmed.

Does it create a new contact?

No. This action adds a historic event to an existing person, so provide the person's confirmed ID.

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.

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.

Airparser and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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