Merge duplicate CRM people on request
Clean up duplicate contacts when you have the evidence ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Merge Person
Tool to merge another person into an existing person by id. use after identifying duplicate records to consolidate them. example: merge person 42 with [43,44].
Why this helps
Duplicate people split context and make follow-up history unreliable.
- Consolidate relationship history
- Improve data quality
- Reduce duplicate follow-up
Setup
Build it in a few focused steps.
- 1Connect Centralstationcrm in Notis once.
- 2Create an automation for verified duplicate merges.
- 3Tell Notis to merge only the supplied duplicate ids into the chosen surviving person.
- 4Choose a Notis webhook trigger and select a report channel.
- 5Send one test request using a safe duplicate pair and review the result.
Questions about this workflow
Can this merge automatically from names alone?
Require explicit verified ids in the webhook to avoid merging the wrong people.
Is the merge reversible?
Treat merges as a consequential CRM change and verify the ids before sending the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Centralstationcrm. A trigger fires from one place; an action lands in another.
Coda 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?"
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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New Coda Document Trigger
Triggers when a new Coda document is created.
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New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
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.
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.
Coda and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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