See the CRM profile behind a new message
When a known contact emails, bring their CRM profile into the report so you can respond with context.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Person
Tool to retrieve details of a specific person by id. use when you have a person id and need their full details.
Why this helps
You recognize a sender but need to stop and search the CRM to recall their contact details.
- Retrieve a matching person's CRM record
- Reduce manual contact searches
- Support quicker, more informed email triage
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 to find a matching person for the sender of a new message and retrieve that person record only when the match is clear.
- 4Choose the new Gmail message trigger, select where run reports go, and test with an email from a known contact.
Questions about this workflow
What if the sender has no matching person?
Ask Notis to report that no clear match was found instead of trying to retrieve a person without a confirmed ID.
Can the workflow edit the person's CRM profile?
No. It retrieves the person record. Updating a profile would require the Update Person action and a clear requested change.
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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