Create companies when client folders open
Start client work with the right organization record already in place.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
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.
Why this helps
New client folders can begin work before anyone adds the company to the CRM.
- Standardize client kickoff
- Reduce setup omissions
- Prepare for future CRM activity
Setup
Build it in a few focused steps.
- 1Connect ClickUp and CentralstationCRM in Notis.
- 2Create an automation for new client folder intake.
- 3Tell Notis to create a company from qualifying folder details and skip matches that already exist.
- 4Pick ClickUp Folder Created as the trigger and choose a report channel.
- 5Test with one client folder.
Questions about this workflow
How are client folders identified?
Describe the folder naming pattern or location that indicates a client.
Can the company include folder context?
Yes. Ask Notis to include relevant context available in the folder event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Centralstationcrm. A trigger fires from one place; an action lands in another.
Clickup 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?"
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List 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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Centralstationcrm.