Turn browser research into trackable CRM deals
Capture a sales opportunity in CentralStationCRM before the research that uncovered it disappears into another tab.
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 potential deal found during browsing can go untracked when logging it requires leaving research, finding the CRM, and starting over.
- Record a researched opportunity as a deal in the CRM.
- Reduce context switching between browser research and sales tracking.
- Use an instruction to set the information threshold for creating a deal.
Setup
Build it in a few focused steps.
- 1Connect Airtop and CentralStationCRM once in the Notis portal.
- 2Create an automation through Automations, New Automation, and give it an opportunity-focused name.
- 3Tell Notis to review the supplied Airtop result and create a CentralStationCRM deal when it describes a real sales opportunity.
- 4Choose the Notis webhook trigger and where run reports should be delivered.
- 5Test with one real opportunity result and review the report.
Questions about this workflow
Will the deal be linked to a company or contact automatically?
This action creates a deal. The supplied information and action capabilities determine what can be included; do not assume a relationship if the necessary identifiers are missing.
What if Airtop finds no sales opportunity?
The instruction can ask Notis to create a deal only when the result meets your stated criteria. The workflow should not invent opportunity details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Centralstationcrm. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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