Carry discussion contact details into CentralstationCRM
Keep a phone number shared in a course discussion available for a relevant follow-up, with identity checks before saving.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Create Person Contact Detail
Tool to create a new contact detail for a specific person. use when adding a phone number after confirming the person's id.
Why this helps
Contact details shared in a discussion are easy to lose among course messages and follow-up tasks.
- Reduce manual copying of explicitly shared phone numbers.
- Require a clear person match before adding a detail.
- Surface ambiguous matches in the run report for review.
Setup
Build it in a few focused steps.
- 1Connect Canvas and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to look for an explicitly shared phone number, identify the matching CentralstationCRM person with confidence, and add a contact detail only after the match is clear.
- 4Pick New Canvas Discussion Message as the trigger and choose a report channel.
- 5Test using one real discussion message with a known matching person.
Questions about this workflow
Will it add phone numbers from every discussion?
The prompt can restrict action to messages that explicitly contain a phone number and a clear match to an existing person.
What happens if the person cannot be matched?
Ask Notis to avoid creating or changing a record and report the message for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Centralstationcrm. A trigger fires from one place; an action lands in another.
Canvas 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?"
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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