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Put renewal reviews on the calendar

Have Notis check for renewal reviews on your chosen schedule and create events when the CRM data provides a date and time.

Trigger

Recurring schedule

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

Action

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.

Why this helps

Renewal reviews are easy to miss when their dates live in CRM records instead of your calendar.

  • Turn supplied renewal review dates into calendar reminders.
  • Keep renewal context with the event.
  • Run on a schedule you choose.

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 to create a renewal review event when CRM data provides the contact and a specific meeting start and end time.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real renewal record that includes an RFC3339 UTC start and end time.

Questions about this workflow

Can Notis infer a meeting time from a renewal date alone?

No. Provide or retrieve a specific start and end time; the end must be after the start.

Will this update an existing reminder?

This workflow creates events. It does not check for or update duplicates.

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.