Browse CRM people from your inbox workflow
When you need a broader contact review, retrieve people records as part of a new-message workflow.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Persons
Tool to retrieve a paginated list of all people. use when listing contacts with pagination and optional includes.
Why this helps
A broader CRM contact review takes enough steps that it gets postponed during a busy inbox day.
- Retrieve people records as part of email triage
- Make a contact review easier to start
- Use paginated CRM results for a broader check
Setup
Build it in a few focused steps.
- 1Connect Gmail and CentralstationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what contact review to perform from the available CentralstationCRM people list and which page of results to summarize when relevant.
- 4Choose the new Gmail message trigger, select where run reports go, and test with a message that should prompt the review.
Questions about this workflow
Does this search only for the sender?
Get Persons retrieves a paginated list. For a sender lookup, use Search People instead.
Can it review every person in a large account at once?
The action is paginated, so a full account review may require multiple pages and an instruction that specifies the desired scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Centralstationcrm. A trigger fires from one place; an action lands in another.
Gmail 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?"
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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.
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.
Gmail and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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