Find a CRM contact from the request that brought you here
Start a CentralstationCRM people search with an HTTP request, then let Notis summarize the matches in your chosen report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
When contact details arrive through another process, searching the CRM manually can interrupt the work already underway.
- Start a contact lookup through an HTTP request.
- Search using criteria included in the request.
- Get matching results summarized in a run report.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact lookup.
- 3Tell Notis: when this webhook receives a request, search CentralstationCRM people using the search criteria supplied in that request and summarize the returned matches.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example request using a known contact.
Questions about this workflow
What search information should the request include?
Include the criteria you want Notis to use, such as a person's name, email, or phone. The search action supports those kinds of criteria.
Will it create a contact when there are no matches?
No. This workflow searches and reports matches; it does not create a person record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Centralstationcrm. A trigger fires from one place; an action lands in another.
Airtable triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
View Created
Triggers when a new view is created in an Airtable base.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Airtable and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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