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Review upcoming account meetings in one report

Have Notis list events from your chosen calendar and time window, then send the results to your report channel for review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Events

Returns events on the specified calendar.

Why this helps

Preparing for customer work is harder when upcoming meetings and CRM context live in separate places.

  • Surface events within a defined time window.
  • Review upcoming meetings without opening Calendar first.
  • Use the report to prepare for CRM account work.

Setup

Build it in a few focused steps.

  • 1Connect Centralstation CRM and Google Calendar once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which calendar and time window to list and how to summarize the results for your account review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one time window that contains a known event.

Questions about this workflow

Does this create a new calendar digest event?

No. It lists events and reports the results.

Can it identify account context automatically?

Not unless that context is present in the returned event data or supplied in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Centralstationcrm to Google Calendar. A trigger fires from one place; an action lands in another.

Centralstationcrm triggers

Google Calendar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Webhook trigger

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

TriggerInstant

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

Update Calendar

Updates metadata for a calendar.

ActionInstant

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

Create Event

Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.

ActionInstant

Delete event

Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Google Calendar.