Log parsed proposals as CRM deals
Turn a proposal or inquiry into a visible sales opportunity while the details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal
Creates a new sales deal.
Why this helps
A promising opportunity can stay trapped in an attachment instead of appearing in the sales pipeline.
- Create a deal from parsed opportunity details.
- Reduce delay between receiving a proposal and logging it.
- Keep new opportunities visible in the CRM.
Setup
Build it in a few focused steps.
- 1Connect Airparser and CentralStationCRM once in the Notis portal.
- 2Create an automation and describe when a parsed document should become a deal.
- 3Choose the webhook trigger that receives the parsed opportunity.
- 4Choose where run reports should go.
- 5Test with one real proposal or inquiry.
Questions about this workflow
What documents fit this workflow?
Use proposal, inquiry or other files that Airparser can parse into sales opportunity details.
Will it link the deal to a company automatically?
The workflow creates a deal using the available deal action. Include any required association context in your instruction 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.